At a Glance
- Tasks: Support advisers and manage client communications in a relaxed team environment.
- Company: Boutique financial planning practice in Maroochydore, QLD.
- Benefits: Enjoy early Fridays and a supportive work culture.
- Other info: Opportunity for process improvements and career growth.
- Why this job: Join a proactive team and make a real difference in clients' financial journeys.
- Qualifications: Two years in a client services role within financial planning.
The predicted salary is between 49500 - 60500 $ per year.
Elements Financial Planning – Maroochydore QLD is seeking a proactive Client Services Officer to join our boutique practice.
You will support advisers, prepare client files, and help with ongoing servicing and administration to ensure smooth daily operations.
With at least two years in a client services role within financial planning, you will work autonomously, manage client communications, and help drive process improvements in a relaxed, trusting team environment.
Client Services Specialist – Financial Planning (Early Fridays) in Maroochydore employer: Elements Financial Planning PTY
Elements Financial Planning in Maroochydore QLD is an exceptional employer that fosters a supportive and relaxed work culture, perfect for those seeking a meaningful career in financial services. With a focus on employee growth and development, team members enjoy early Fridays and the opportunity to contribute to process improvements while working autonomously in a trusting environment. Join us to be part of a boutique practice where your contributions truly matter.
Contact Details:
Elements Financial Planning PTY Recruitment Team
