Employment Office in Brisbane is seeking a motivated individual to support an experienced Adviser in delivering client service and developing technical knowledge in financial planning.
Reporting to the Financial Adviser, you will handle client administration, inquiries, appointment scheduling and documentation, while contributing to ongoing client service and implementation of advice. A 2+ years finance/customer service background and interest in financial advice are required.
Financial Services Client Advocate - Flexible Hours (FT/PT) in Brisbane employer: Employment Office
At Lifestyle Solutions, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that empowers our House Managers to lead with purpose. With access to salary packaging, ongoing professional development, and the opportunity to make a real difference in the lives of young people, you'll find a rewarding career that values your contributions and fosters personal growth. Join us in creating safe, therapeutic homes where young people can thrive, all while working in a collaborative environment that champions diversity and inclusion.