Financial Services Career Opportunity
Elevate your career in a boutique, female-led financial planning firm located on the stunning Southern Gold Coast. This company is known for its personalised approach, commitment to client success, and innovative solutions in financial services.
* Spearhead client relationship management by building strong relationships, providing top-tier service, and addressing client inquiries promptly.
* Drive efficiency by implementing streamlined systems and utilising technology to optimise operations.
* Collaborate with the team to ensure effective client interactions and adherence to best practices.
About the Role
This dynamic role is ideal for a proactive professional who thrives in a fast-paced environment and takes pride in delivering exceptional client experiences.
Requirements
* Proven experience in the financial services industry, focusing on advice implementation and adviser support.
* Strong understanding of financial products and strategies.
* Proficiency in financial planning CRM software and business technologies.
* Solutions-focused mindset with excellent problem-solving skills.
* Exceptional communication and interpersonal abilities.
Benefits and Culture
* Competitive salary package and inclusive benefits.
* Opportunities for professional development and career progression.
* A supportive and empowering team culture.