Client Focused Review Manager For Financial Planning Perth

Client Focused Review Manager For Financial Planning Perth

05 Sep
|
Everest Private Wealth
|
Perth

05 Sep

Everest Private Wealth

Perth

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
🏢 Everest Private Wealth
📍 Perth

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