Company

Berritta ConsultingSee more

addressAddressGold Coast, QLD
type Form of workFull time
salary Salary$80,000 - $100,000 a year
CategoryAccounting & Finance

Job description

  • Do you have some experience as a CSO within a financial services company and now want to take your career forward?
  • Have you started or want to start your PY?
  • Have you supported a senior adviser with clients and now looking to be developed further and work towards looking after your own clients
  • Main point of contact for clients and arranging client meetings
  • Sitting in on client meetings and developing Strategies with a senior advisor 

This role is ideal for anyone who seeks career development, Driven and Passionate with long term opportunity in the company.

We are currently recruiting a CSO /Associate Advisor to work as part of an excellent team. 

This role is ideal for anyone who seeks career development, ability to start or complete PY and be given a client base when you are ready plus new clients via referral networks.

The role:

  • Have you supported a senior adviser with clients and now looking to be developed further and work towards looking after your own clients
  • Main point of contact for clients and arranging client meetings
  • Assist with client annual review and meeting preparation
  • Sitting in on client meetings and developing Strategies 
  • Client management 
  • Career development supported and encourage

About you:

  • 3+ years’ experience in Financial Services
  • Ability to multitask and good organisational skills
  • Driven and looking for career development 

Salaries depend on experience and position

Please send your resumes to *****@berrittaconsulting.com.au

Refer code: 1959307. Berritta Consulting - The previous day - 2024-04-06 09:50

Berritta Consulting

Gold Coast, QLD
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