Financial Planning - Client Support Officer
Financial Planning role coordinating workflow, file preparation, implementation, compliance & client relationship management etc.
Summary about this job
Client Services
Company: Gravity Wealth Pty Ltd
Location: Sydney
Work type: Full Time
Salary: $42,500 + Super + Bonuses
Phone: +61-7-6077-4490
Fax: +61-3-5785-1775
E-mail: n\a
Site: n\a
Detail information about job Financial Planning - Client Support Officer. Terms and conditions vacancy
- Young growing financial planning practice
- Permanent role – Financial Planning / Custom Support Role
- North Parramatta location
Excellent opportunity for a Financial Planning graduate or Advanced Diploma holder with some experience with exceptional skills/personality.
Professional environment in a growing dynamic organisation.
Seeking vibrant customer service centric personality.
Strong organisation skills & attention to detail a must.
Xplan & industry experience preferred. On the job training also provided.
Need to be able to work within a small team environment & be capable of working autonomously.
The Customer Support Officer role is a first step in a progression to either full Financial Planning or a Practice Manager role.
Gravity Wealth Financial Planners is a boutique financial planning practice partnering with professional mortgage brokers delivering long term sustainable solutions for clients. Specialising in personal risk, superannuation & SMSF advice.