client services manager in inner suburbs melbourne

posted
job type
permanent
apply now

job details

posted
location
inner suburbs melbourne, victoria
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0355261_1533098418
phone
00 00
apply now

job description

Our client is a well established practice based in the inner suburbs of Melbourne! They are a multi-awarded business and are looking for an experienced financial planning assistant/client services manager to join their growing team!

Requirements:

  • RG146
  • Experience as a finanacial planning assistant or client servicese within a financial planning practice
  • Research and Implementation experience
  • XPLAN experience

What's in it for you?

  • Join a growing financial planning team
  • Work with and be mentored by two experienced financial planners
  • Join a reputable brand

Want to know more, click on the 'Apply Now' button.

geraldine.libatique@randstad.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, associate adviser

qualification

RG146
Experience in Client Services within a financial planning practice

educational requirements

Secondary School/High School