Client Services Officer $69-55K Norwest
Client Services Officer - Unnecessary admin work. Inspirational IFA firm. Build strategy and implement. 3 year Plan. Dynamic mentors. Solid Pathways.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: $69-55K Confidentially call/txt Jaicob 0400675739
Phone: +61-3-5589-1042
Fax: +61-3-1871-1819
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer $69-55K Norwest. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
Tired of just superannuation advice or being bogged in clerical work such as diary entries?
First 12 months?
Initially you'll be involved in Advisor support and basic advice writing, your experience in Corporate Super is also of high value to this firm. Move further into Business Insurance as you develop your career as a Financial Planner. High Net Worth Individual and SME’s will be your focus as and become integral in their relationship with the firm as you assist the Planners with a wide range of strategies.
Implementation
You will enjoy implementing strategies for your clients and liaising with them on face to face level. Walk into untapped referrals welcoming advice. Benefit by growing your own trade and be rewarded with an extensive bonus structure encouraging your Entrepreneurial mindset.
Next Step?
Is this the next logical step in your career? Join a Top 50 National IFA firm with services ranging from Corporate Super, to Tax and Business Planning. Receive valuable guidance and mentorship from the Senior Financial Planner who has over 15 years’ experience in the market. The firm has a defined 2-3 year goal in place for you to learn a specific methodology to the Planning process, whilst you're on your way to becoming a market expert.
Interested?
Call me or email your resume to [email protected] and I will confidentially back to you.
Not Interested?
We uphold the principles of equity and diversity in our own company and in our recruitment dealings. If you have the right skills for the job we want your application.
linkedin.com/in/jaicob-abbott-atchison-091ab189
Jaicob Abbott-Atchison - Financial Planning Specialist
(02) 9467 6700
0400 675 739 (All hours)
[email protected]