Hybrid Client Service Lead, Financial Planning in Newcastle

Hybrid Client Service Lead, Financial Planning in Newcastle

Newcastle Full-Time On-site
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Candor Recruitment clients are seeking a Client Service Administrator for their Adamstown office in Newcastle. You will support the advice process across onboarding, implementation, and ongoing service for a high-quality client base.

You\'ll provide 2+ years of financial planning experience and use XPLAN; the role emphasizes organisation, compliance, and strong client focus within a supportive team culture with regular development opportunities.

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Hybrid Client Service Lead, Financial Planning in Newcastle employer: CANDOR Recruitment

Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.

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Contact Details:

CANDOR Recruitment Recruitment Team