Berritta Consulting is looking for experienced Client Services Professionals to join growing financial planning firms. You'll work closely with Financial Advisers, owning the client journey from strategy through to implementation, delivering a seamless professional experience.
Key responsibilities include end-to-end implementation, managing client communications, preparing documentation, liaising with product providers, managing workflows, and maintaining accurate client records using Xplan or
End-to-End Client Services Specialist (Financial Planning) in Sydney 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.
