Advisory Team Lead
4 days ago
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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