‘Wealth and Financial Planning’ is the professional service combining financial and investment advice as well as accounting, tax, legal or estate planning.
From large superannuation funds to boutique financial advice firms, our team of recruitment specialists have built an in-depth knowledge and network in this constantly evolving industry.
Our team stay informed of trends and changes to ensure we are well equipped to react to our client’s needs recruiting member & adviser services, administrative & technical roles.
Assist Financial Planners through Inbound calls and emails, resolve incidents, provide service. Career progression into a relationship management role...
Job DetailsManage a portfolio of ASX Listed Clients in a well regarded Financial Services firm. Diverse role with mix of client relationship & operational tasks....
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