Advisory Team Lead

4 days ago


Perth, Western Australia Overdrive Recruitment Full time
About You

To be successful in this role, you will need to have:

  • Previous experience working in an Australian financial advisory firm or supporting financial advisers.
  • Experience with Xplan and other financial planning software such as AdviserLogic, HUB 24, Macquarie Wrap.
  • Excellent verbal and written communication skills.

You will also need to be able to work effectively in a team environment and have a strong commitment to delivering exceptional customer service.

If you are a motivated and experienced professional looking for a challenging and rewarding role in a dynamic and growing organization, please apply now.



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