Bentley Recruitment is seeking a capable financial planning support qualified on the Gold Coast to join a high performing advice team. You will manage client service delivery, prepare documentation, maintain workflow accuracy, and assist advisers with strategy development.
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This role offers exposure to the full advice process and is ideal for progression into paraplanning, a PY pathway, or a senior support position, with ongoing training and career development prospects.
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📌 Financial Planning Client Success Lead Flexible Hours City Of Gold Coast
🏢 Bentley Recruitment
📍 City of Gold Coast
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