Available

Sunshine Coast QLD, QLD

• Ref: 73158
• Price: (POA)
• Turnover: $45,000

Our client, a reputable Financial Planning firm on Queenslands Sunshine Coast are currently seeking to employ a Client Services menber to their team. If you are motivated, presentable, and posses a good knowledge of financial planning...........

Client Services vacany: Professional financial planning firm located in the heart of the Sunshine Coast, are seeking to employ a Client Services Officer to comliment their team. You will be responsible for file maintenance, client correspondence, diary management, lodgement of application. As you will be answering client queries, a good knowledge of financial planning is advantageous.

You will have:

• Minimum 1-2 years experience in a financial planning firm
• RG146 compliance, or desire to obtain
• A keen interest in the financial planning industry, and intention to further your career in this industry
• COIN experience desirable

You will be offered a professional environment, mentoring and training, good salary and the opportunity to expand the position, where ever you want to take it. To apply, follow the link below, email angela@practiceexchange.com.au, or phone 1300 722 452 for a confidential discussion.