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.
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📌 Client Services Specialist – Financial Planning & Implementation (Maitland)
🏢 Australian Financial Planning Group
📍 Maitland
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