Excellent salary package on offer highly profitable client base to tap into and with partners that are committed to ensuring that the financial planning part…

Be proactive in terms of badviserb and client communication and ensure an impeccable service is delivered to clients in depth handover will be provided…

Sound understanding of the accounting financial badviceb industry specifically in the sme market and the challenges they face a high level of eq…

Work very closely with 2 senior badvisersb and anticipate the needs of the clients the role is exciting as it is managing the client relationships for 2 key…

In business for more than 30 years with an excellent reputation and high net worth long term clients steer the strategy and growth initiatives to ensure the…

Badviserb support and implementation provide seamless support to the badvisersb and manage the implementation of advice develop and maintain client relationships…

Work very closely with 2 senior badvisersb and anticipate the needs of the clients stable pivotal position working closely with all internal delivery teams…

The OpportunityJoin a growing financial planning practice as a Client Service Manager. A newly created position, this role is integral to the ongoing success and growth of the Mona Vale office. You'll play a key role in supporting high-net-worth clients, as we…

The BusinessThis integrated financial services and accounting firm has a strong, long-standing reputation of service to UHNW individuals and their businesses within the medical industry. They have a strategic client-centric model which provides tailored financ…

The OpportunityThis is a busy and vibrant business with the main office in Mona Vale. The role is perfect for someone early in their Financial Planning career and thrives in a structured, fast-paced environment supporting others. As the Financial Planning Admi…