Gain expertise as a skilled Client Services Professional by joining a boutique financial planning practice. Deliver exceptional client experiences and contribute to the growth of a small, family-owned business that prioritizes personalized financial advice.
About the Role
* Communicate effectively with product providers and follow up on applications, withdrawals, and transfers
* Maintain compliance and accurate records
About You
* At least 2 years' experience in financial planning client services is required
* Strong organisational skills with the ability to prioritise competing deadlines are essential
* Excellent written and verbal communication skills are necessary
* A proactive problem-solving approach and a client-first mindset are key
We offer a supportive and friendly work environment where your efforts are valued and recognised. Opportunities exist to develop your skills and advance your career in financial planning support.