Hybrid Pathway: Client Services Officer to Financial Adviser (Brisbane City)

Hybrid Pathway: Client Services Officer to Financial Adviser (Brisbane City)

13 Oct
|
Catalina Consultants
|
Brisbane City

13 Oct

Catalina Consultants

Brisbane City

Catalina Consultants in Brisbane is seeking a Client Services Officer to support Financial Advisers through the advice process. You’ll coordinate client administration, prepare advice documents and manage inquiries to ensure a seamless journey from initial engagement to implementation.

The role offers hybrid work (3 days onsite, 2 remote), training, and a genuine pathway into financial planning with a supportive team culture.

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📌 Hybrid Pathway: Client Services Officer to Financial Adviser (Brisbane City)
🏢 Catalina Consultants
📍 Brisbane City

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