Senior Client Services Advisor – Financial Planning (Brisbane)

Senior Client Services Advisor – Financial Planning (Brisbane)

16 Oct
|
Traction
|
Brisbane

16 Oct

Traction

Brisbane

Findex is seeking a Senior Client Services Officer in Brisbane to join the Client Services Support team. You will onboard new client accounts, prepare and implement advice documents, and manage investments with financial institutions.

You will work closely with Advisers, Partners, and the wider Client Services and Corporate teams, ensuring work is completed on time and to a high standard. This hybrid role offers training, growth opportunities, and a supportive setting.

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📌 Senior Client Services Advisor – Financial Planning (Brisbane)
🏢 Traction
📍 Brisbane

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