30 Sep
|
Findex
|
Melbourne
Findex in Melbourne is seeking a dedicated client services skilled in financial planning. This full‑time, permanent role offers hybrid working (3 days in the office) and the chance to partner with Advisers and the wider Client Services and Corporate teams to deliver tailored financial guidance.
You will help onboard clients, manage investments, and ensure information is accurate, with full training and a buddy to support your onboarding, plus opportunities for career progression and access
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📌 Senior Client Services — Financial Planning (Hybrid) (Melbourne)
🏢 Findex
📍 Melbourne