Client Services Specialist – Financial Planning & Implementation Maitland

Client Services Specialist – Financial Planning & Implementation Maitland

25 Sep
|
Australian Financial Planning Group
|
Maitland

25 Sep

Australian Financial Planning Group

Maitland

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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