Senior Client Services Manager – Financial Planning (Xplan) (City of Gold Coast)

Senior Client Services Manager – Financial Planning (Xplan) (City of Gold Coast)

25 Oct
|
Wealth effect
|
City of Gold Coast

25 Oct

Wealth effect

City of Gold Coast

Wealth Effect Group is a Currumbin-based financial planning practice in Queensland. We support pre-retirees, retirees and SMSF trustees with a small, sharp team and offshore support. The role focuses on client service, scheduling, and ensuring reviews and signings proceed smoothly.

The candidate will manage onboarding, prepare review packs, and coordinate with platforms and advisers. Experience with Xplan and wealth platforms is essential; you will work closely with the Principal Adviser to grow

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📌 Senior Client Services Manager – Financial Planning (Xplan) (City of Gold Coast)
🏢 Wealth effect
📍 City of Gold Coast

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