Zanetti Recruitment & Consulting
The Business & RoleOur client is a well-respected financial planning organisation located on the fringes of the CBD specialising in risk, superannuation, retirement planning & wealth accumulation. They have a strong emphasis on customer service and commitment, integrity, and education and primarily work with the medium to high net worth clients The role is centered around providing high-quality service to clients and professional support to advisers covering all tasks relating to the ongoing relationship with their client base.About YouYou have a proven track record in client support within the financial planning industry today and you are passionate about delivering outstanding results.
You are proactive & use your initiative to create successful client outcomes. You also understandsho w your role contributes to the growth of our client, assisting in their reputation as an organisation of choice. You will be working as part of a professionally qualified and highly experienced team within a supportive culture and will need to possess the followingExcellent communication and interpersonal skills Experience in a similar role XPLAN knowledge desirable Experience managing insurance BenefitsOpportunity to be part of a larger, global firm Team personal training sessions on a Wednesday! Opportunities for progression across the company Strong mentoring within an experienced team What Next-You can apply for this role online. Or if you prefer to discuss this role in confidence before making an informed decision, Please apply through this site. Ben MacKenzie on 0400302396The application form will include these questionsInclude me on mailing list
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