Adviser Support / CSO

All vacancies of AustraliaBanking & Financial ServicesAdviser Support / CSO

Be first point of contact for new and current clients - Manage workflow and systems - Compile strategies and work closely with the advisers

Summary about this job

Financial Planning

Company: Bentley Recruitment

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-7-2426-2216

Fax: +61-3-9180-3710

E-mail: n\a

Site:

Detail information about job Adviser Support / CSO. Terms and conditions vacancy

  • Are you a CSO who has experience producing SOA's?
  • Compile strategies and work closely with the advisers 
My client is a successful growing company who operate within business services and financial planning. They have a broad range of products and services including financial advice and guidance, Superannuation and SMSF, Tax Solutions, Home Loans, Property Investment and Estate Planning.

They are currently looking for a CSO / Adviser Support who is looking for their next step in Financial Services.

As part of this role you will;
  • Compile strategies and work closely with the advisers 
  • Be first point of contact for new and current clients
  • Work with internal and external teams
  • Liaise with service providers
  • Work with clients to insure compliance and the collation of all relevant documentation
  • Manage workflow and systems
  • Have excellent attention to detail
  • Be expected to arranging client meetings for the advisors
The company has a good benefits and excellent training and development program.
Send your resumes to David Berritta at [email protected] or go onto our website at www.bentleyrecruitment.com.au for more opportunities.

If you would like to discuss this or other opportunities please call me on 07 3229 8020.

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