CSO to Financial Planner: Clear Pathway & Study Support (Sydney)

CSO to Financial Planner: Clear Pathway & Study Support (Sydney)

21 Sep
|
Lawson Elliott Recruitment
|
Sydney

21 Sep

Lawson Elliott Recruitment

Sydney

Lawson Elliott Recruitment is helping a locally founded financial practice recruit a Client Service Officer to support Advisers and the Executive team. You will help manage client workflows, assist with financial planning tasks, and gain exposure to advisory, accounting, and estate planning matters.

You will benefit from tailored mentorship, hands-on experience and ongoing career development as you progress toward a Financial Planner role.

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📌 CSO to Financial Planner: Clear Pathway & Study Support (Sydney)
🏢 Lawson Elliott Recruitment
📍 Sydney

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