Job Description
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.
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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.
📌 Client-Focused Review Manager For Financial Planning (Perth)
🏢 Important Business
📍 Perth
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