Private Wealth Client Services Officer - Paraplanning Path (New South Wales)

Private Wealth Client Services Officer - Paraplanning Path (New South Wales)

24 Sep
|
Bentley Recruitment
|
New South Wales

24 Sep

Bentley Recruitment

New South Wales

Job Description
Bentley Recruitment is seeking a Client Services Officer for a private wealth team serving high net worth clients.
You will manage front-line client queries, handle wrap accounts, and support advice implementation with a focus on AML/KYC and ROA preparation.
This role offers a pathway into paraplanning or team leadership, with KPI-based bonuses and regular salary reviews.
After a successful six-month probation, 1–2 days of work-from-home are available, fostering a cooperative, growth‐oriented

📌 Private Wealth Client Services Officer - Paraplanning Path (New South Wales)
🏢 Bentley Recruitment
📍 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.

Light vehicle Automotive Electrician (New South Wales)

Light vehicle Automotive Electrician (New South Wales)

26 Sep
|
SHARMAS INVESTMENTS AUSTRALIA
|
New South Wales
  • 26 Sep
  • SHARMAS INVESTMENTS AUSTRALIA
  • New South Wales

SHARMAS INVESTMENTS AUSTRALIA PTY LTD – Prestons NSW Job Type: Permanent position | Full time position Job Description We are currently seeking trade qualified and experienced Light vehicle auto [...]

R&D Scientist: Innovate & Build Breakthrough Products (Townsville City)

R&D Scientist: Innovate & Build Breakthrough Products (Townsville City)

26 Sep
|
SDI
|
Townsville City
  • 26 Sep
  • SDI
  • Townsville City

SDI Limited in Bayswater, Australia, is seeking an R&D; Scientist to develop new products and troubleshoot existing formulations at their on-site headquarters in Townsville, QLD. Reporting to the Chie [...]

Subscribe to this job alert:

Get the latest job offers by email for: private wealth client services officer - paraplanning path (new south wales) / new south wales

Hybrid Team Coordination & Admin Specialist (Bendigo)

Hybrid Team Coordination & Admin Specialist (Bendigo)

26 Sep
|
Bendigobank
|
Bendigo
  • 26 Sep
  • Bendigobank
  • Bendigo

Bendigo Bank is seeking a proactive Team Co-ordinator to support the Customer Care function. You will manage meetings, prepare papers, coordinate travel, and handle day-to-day workflows to keep the te [...]

Chef (New South Wales)

Chef (New South Wales)

26 Sep
|
Laundy Hotel Group
|
New South Wales
  • 26 Sep
  • Laundy Hotel Group
  • New South Wales

Northies Cronulla Hotel is an iconic beachfront venue known for relaxed dining, ocean views, live entertainment and a welcoming local atmosphere. A local favourite that’s a one-stop for great food, [...]

Subscribe to this job alert:

Get the latest job offers by email for: private wealth client services officer - paraplanning path (new south wales) / new south wales