Address
Form of work
SalaryEstablished in 2012 our client is a growing boutique that is flexible and has a fantastic working environment. Due to ongoing organic growth in the business there is an opportunity for a servicing adviser to join there team to manage an existing book of business.
Your Duties will include:
- Manage a book of existing clients
- Provide holistic and compliant advice
- Work closely with your support staff in the production of advice
- Liaise with accountants / Estate Planning lawyers and other professionals as required
- Experience as a client facing adviser
- Have AR status
- Well presented and great with clients
- Excellent attention to detail
- Meet the FASEA standards or willing to meet them
To Apply for the role please press apply now or call James on 0451 831 *** for a confidential chat.
