Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight Adelaide

Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight Adelaide

05 Sep
|
Traction
|
Adelaide

05 Sep

Traction

Adelaide

Findex in Adelaide is seeking a dedicated Client Services qualified to support financial planning clients.
You will onboard recent accounts, implement advice documents, and keep client records accurate.
You'll work with Advisers and Partners, manage investment transfers, and process buys, sells, withdrawals, and contributions, ensuring timely delivery.
This role offers hybrid work and robust training.
Join a team focused on growth, diversity, and community impact.
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📌 Client Services Specialist, Financial Planning Hybrid, 9‐day Fortnight Adelaide
🏢 Traction
📍 Adelaide

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