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Client Service Consultant
Training Provided
Competitive Salary
Great Work Environment
Our client provides support for Financial Planners across Australia. They are looking for individuals with previous Financial Planning experience to join the team. You will be provided with full training and will be answering ????? ????? advisers on a broad range of areas including: - Statement of Advice preparation
- Client management
- Portfolio Management
- Modelling Tools
To be considered for this role you must have previous experience within Financial Planning, with some exposure to Statements of Advice. You should have completed your Diploma of Financial Planning and a finance related degree would also be an advantage.
This is a great opportunity to gain exposure to Financial Planning strategies, and will provide fantastic career progression opportunities, whether you want to step into Account Management within the company or move into a more technical role in the financial planning industry.
To find out more about this position or to express your interest in similar roles please send your cv to ???@???.??? apply directly through the website.
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