Client Service

5 days ago

Brookvale, Australia Strategy First Financial Planning Full time

**About the role**

You will be an integral part of a team with a Financial Planner and Paraplanner, looking after a core group of clients.

Whilst looking after your group of existing clients, you will assist in welcoming new clients into the firm, being one of the first points of contact. Your role will include helping the client provide the relevant information and making the ‘on boarding process’ engaging for the client.

This will allow you to develop a strong relationship with your existing and new clients, understanding who they are and what’s important to them.

You will manage much of the contact with the clients, from personal greeting for meetings to online communication.

You will be involved with the preparation of advice documents and help implement the advice.

You will receive all the ongoing support and guidance from your ‘teammates’ that you need.

**Apply

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