Client Services Specialist – Financial Planning & Implementation (New South Wales)

Client Services Specialist – Financial Planning & Implementation (New South Wales)

22 Sep
|
Australian Financial Planning Group
|
New South Wales

22 Sep

Australian Financial Planning Group

New South Wales

Australian Financial Planning Group is seeking a proactive Client Services Officer to join our Newcastle team. You will support the implementation of financial advice, coordinate documentation and client communications, and work closely with Financial Planners to deliver a seamless client experience.
Based in our Newcastle office, you will handle insurance, super and investment applications, while maintaining accurate records and assisting with compliance tasks.
#J-*****-Ljbffr

📌 Client Services Specialist – Financial Planning & Implementation (New South Wales)
🏢 Australian Financial Planning Group
📍 New South Wales

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: client services specialist – financial planning & implementation (new south wales) / new south wales

Subscribe to this job alert:

Get the latest job offers by email for: client services specialist – financial planning & implementation (new south wales) / new south wales