Financial Planning Client Services Advisor (City of Gold Coast)

Financial Planning Client Services Advisor (City of Gold Coast)

03 Sep
|
Bentley Recruitment
|
City of Gold Coast

03 Sep

Bentley Recruitment

City of Gold Coast

Bentley Recruitment is partnering with a growing financial planning firm with offices across Queensland and New South Wales to recruit an experienced CSO/CSM who will support advisers, manage client relationships and assist with advice implementation. With 3+ years in financial planning or paraplanning, you will liaise with clients, assist with SOAs/ROAs and basic paraplanning, and help manage workflow.

Flexible WFH after probation and a clear path to Associate or Qualified Year make this

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📌 Financial Planning Client Services Advisor (City of Gold Coast)
🏢 Bentley Recruitment
📍 City of Gold Coast

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