Berritta Consulting in Brisbane is seeking an experienced Client Services Professional to join growing financial planning firms. You will work closely with Financial Advisers, owning the client journey from strategy through to implementation, ensuring a seamless, professional experience.
Key responsibilities include end-to-end implementation of advice, managing client communications, preparing documentation, and using Xplan or Fin365.
Client Services Lead — Financial Planning Support in Brisbane employer: Berritta Consulting
Join a leading financial services business that prioritises your growth and success as a Financial Planner. With a strong existing client base and a robust lead-generation model, you can focus on building relationships and providing holistic advice without the pressure of sourcing clients yourself. Enjoy exceptional earning potential with a performance bonus structure that rewards your hard work, alongside a supportive work culture that fosters professional development and career advancement.
