Client-Focused Review Manager for Financial Planning (Western Australia)

Client-Focused Review Manager for Financial Planning (Western Australia)

03 Sep
|
Everest Private Wealth
|
Western Australia

03 Sep

Everest Private Wealth

Western Australia

Everest Wealth in Perth seeks a Review Manager to support financial planners and manage ongoing client relationships. You will lead the review team’s workflow and act as the primary contact for clients through the review process.

The ideal candidate has experience in financial planning or insurance, familiarity with financial advice software, and team management skills. Unrestricted Australian work rights are required.

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📌 Client-Focused Review Manager for Financial Planning (Western Australia)
🏢 Everest Private Wealth
📍 Western Australia

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