State Trustees Limited is seeking a Personal Financial Consultant - Integrated Support to manage a diverse portfolio of clients with complex financial and legal needs. You will provide tailored support reflecting each client’s circumstances, will, and preferences, while working alongside other consultants in a collaborative environment.
You will contribute to quality service delivery across the Integrated Support unit, delivering practical financial administration and empathetic client care
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Impactful Integrated Support Financial Consultant | Hybrid in Melbourne employer: State Trustees Limited
State Trustees Limited is an exceptional employer, offering a supportive work culture that prioritises employee growth and development in the heart of Melbourne. As a Will Writer, you'll enjoy meaningful engagement with clients while benefiting from comprehensive training programs and opportunities to participate in community outreach initiatives, making a real difference in people's lives through estate planning.
