Our client is currently seeking a Client services associate to work alongside one of their financial advisors.
They are seeking someone who well organised fun and has a Can Do attitude! They're looking for someone who is familiar with the industry and knowledge with Xplan is a good advantage.
The ideal person wouldhave ideally a couple of years experience working in Client Services and they are looking for would also have Paraplanning expertise, abiliity to assist in the creation of strategies and also exceptional client facing abilities.
If you are looking to progress your career in Financial Planinning, please apply now