Paraplanning & Client Service Specialist

Vor 3 Tagen


Council of the City of Sydney, Österreich Iov Omnibusverkehr Gmbh Ilmenau Vollzeit

A reputable financial services firm in Sydney is seeking an experienced Adviser Assistant / Paraplanner to support the financial adviser in providing exceptional client service in retirement planning and wealth management. This role involves paraplanning, client support, assisting with applications, and ongoing administration. Ideal candidates have 2-3 years of relevant experience, strong communication skills, and proficiency in Microsoft Office. The firm offers a competitive salary and a collaborative team environment.#J-18808-Ljbffr



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