Financial Planner - Randstad

Financial Planner - Randstad
Empresa:

Randstad


Detalles de la oferta

Client Service Manager - Leading Industry Fund CBD Based Hybrid Role Up to 85 K Base The Company Leading Financial Services provider with offices nationally.
They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client.
Great collaborative culture and friendly satisfying place to work.
They encourage development of their staff.
Great work/life balance.
The Role This role will see you working with the Financial Planners, Paraplanners, and Management in a leading industry fund.
You will be providing support to members and helping with the implementation of advice all the way to managing appointments.
You will also be contributing to the implementation of a new advice process and be giving support from an administrative perspective.
This will be done in a way that is very compliant and risk focused for their members.
You will be working with X-Plan.
Your Experience 2 + Years In the Advice Industry Diploma of Financial Planning (or something similar) Experience with Pensions and Defined Benefits #J-18808-Ljbffr


Fuente: Jobrapido_Ppc

Requisitos

Financial Planner - Randstad
Empresa:

Randstad


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