We are seeking a motivated, hardworking Client Service Manager, with at least 3 years’ experience in the financial planning industry, to join our wealth team. Ideally, having worked in a boutique financial planning firm, you will have experience supporting HNW clients and have some knowledge of superannuation, and the investment process. Experience using x-plan, BT Wrap, and other wrap platforms would be an advantage.
This is a full time position based in the CBD. Please send your resume to firstname.lastname@example.org