Client Success & Planning Support – Financial Services (Newcastle City Council)

Client Success & Planning Support – Financial Services (Newcastle City Council)

24 Sep
|
Hunter Financial
|
Newcastle City Council

24 Sep

Hunter Financial

Newcastle City Council

Hunter Financial is seeking a client-focused administrator to support financial advisers in Newcastle. You will implement recommendations, maintain records, manage calendars, prepare reports, and coordinate with accountants or lawyers to deliver comprehensive client service.

The role emphasizes autonomy within a cooperative team, strong privacy, excellent communication, and proficient use of Microsoft Office and CRM tools to support growth and exceptional client outcomes.

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📌 Client Success & Planning Support – Financial Services (Newcastle City Council)
🏢 Hunter Financial
📍 Newcastle City Council

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