02 Sep
|
Bentley Recruitment
|
Gold Coast
02 Sep
Bentley Recruitment
Gold Coast
Bentley Recruitment is partnering with a growing financial planning firm with offices across Queensland and Current 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 Professional Year make this
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📌 Financial Planning Client Services Advisor (Gold Coast)
🏢 Bentley Recruitment
📍 Gold Coast