Profusion Planning is seeking an experienced Client Manager to join our growing financial advice team in Western Australia. You will build robust client relationships, manage the implementation of advice, and ensure an outstanding client experience from start to finish.
Working closely with Advisers and clients, you will liaise with product providers, insurers and superannuation funds, prepare client documentation, and coordinate annual reviews.
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📌 Client Relationship & Implementation Manager (Western Australia)
🏢 Profusion Planning
📍 Western Australia
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