Financial Service Leader

2 days ago


Perth, Western Australia beBeeClient Full time $80,000 - $120,000

A Financial Service Leader is required to oversee the administrative aspects of a boutique financial planning practice in Subiaco.

Job Description

The role involves leading a small team and being responsible for core business responsibilities, including document issuance and client support. The ideal candidate will have experience as a paraplanner, CSO or CSM and be able to work in a relaxed environment with flexible hours.

As a member of our team, you will enjoy a 4-day week and a secure on-site car bay. Our office offers a hybrid working arrangement, allowing for a balance between work from home and office time.

Required Skills and Qualifications
  • Experience as a paraplanner, CSO or CSM
  • Ability to work independently and as part of a team
  • Strong communication and organizational skills
Benefits

We offer a competitive salary and a range of benefits, including:

  • Flexible working conditions
  • Hybrid office / work from home arrangement
  • Secure on-site car bay

To apply for this role, please submit your application through the standard channels.



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