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Financial planning client services lead: path to advisor

Adelaide
at
Posted: 20h ago
Offer description

A boutique Chartered Accounting firm in Adelaide seeks a Client Services Manager / Associate for its Financial Planning division. This role is ideal for those experienced in client services or paraplanning, focusing on delivering high-quality financial advice and client interactions. The position offers a structured pathway for aspiring financial advisors, with tailored training and a collaborative culture. Join a team committed to excellence in client service, fostering innovation and strong relationships within the community.#J-18808-Ljbffr

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