Client Services Pro — Path to Adviser (Tamworth)

Client Services Pro — Path to Adviser (Tamworth)

29 Sep
|
Berritta Consulting
|
Tamworth

29 Sep

Berritta Consulting

Tamworth

Berritta Consulting in Australia is seeking a CSO/CSM (Associate / Pathway to Adviser) to support advisers and clients across the financial planning process, gain exposure to advisory workflows, and develop ongoing client relationships.

We welcome graduates or professionals in client services, with experience in financial planning, CRM tools like Xplan, and a detail-oriented approach. The role offers long-term career progression and training within a growing practice.

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📌 Client Services Pro — Path to Adviser (Tamworth)
🏢 Berritta Consulting
📍 Tamworth

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