Job Description
OzPlan Financial Services in the Eastern Suburbs of Melbourne is seeking a Client Services Administrator to support Advisers and the Paraplanning Team, delivering a seamless client experience in a full time, office-based role. A minimum of 30 hours per week may be considered for the right applicant.
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You will handle client administration across superannuation, investments, insurance and related advice matters, maintain client records in Xplan, liaise with providers, and support the preparation
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📌 Client Services Administrator -- Financial Planning Support (South Australia)
🏢 OzPlan Financial Services
📍 South Australia
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