client liaison - financial planning in melbourne cbd

posted
job type
permanent
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job details

posted
location
melbourne cbd, victoria
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0369535_1544083165
phone
00 00
apply now

job description

Our client is a well known financial planning dealer group going through an extensive growth with new authorised representatives joining the organisation!

We are looking for somene who has:

  • Background and experience in client services preferably in financial planning
  • Experience in working with advisers
  • Onboarding and off-boarding of financial planners
  • Strong compliance experience

If you are a current client services officer in financial planning, or an Associate Adviser this could be the role for you!

This position is a pathway into a Business Consultant of Practice Development Manager role!

Click on the 'Apply Now' button.

geraldine.libatique@randtsad.com.au

03 8319 1165

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Client Services, Financial Planning Assistant, administration, admin, assistant

qualification

Experience in financial planning in a client support capacity

educational requirements

Secondary School/High School