Client Strategy Review

Location Brisbane CBD, QLD

Description

Financial Planner, Paraplanner or Associate Adviser looking for a change? Do you enjoy reviewing client files and strategy documents? Client Strategy Review role Financial Planner, Paraplanner or Associate Adviser looking for a change? Do you enjoy reviewing client files and strategy documents? Long term career opportunity This is an excellent opportunity to join a large well established firm who have an excellent local presence with an exceptional reputation for quality. The company are looking for the right cultural fit as staff retention is high and most of their staff has been there for many years. They provide an excellent team environment with a good work life balance, if you’re driven to progress in your sector and are willing to work hard and provide an excellent level of service to clients this role is for you.

This role would be perfect for a Financial Planner, Paraplanner or Associate Adviser looking for a change? As part of this role you will; Perform client strategy review Be involved in strategy and research Review internal documents and templates Work on a case by case basis, not one model for all clients You must have; Excellent time management Have a passion for Financial Services The ability to work with minimal supervision Good communication and interpersonal skills Salary is dependent on experience. Send your resumes to David Berritta at davidbentleyrecruitment.com.

au or go onto our website at www.bentleyrecruitment.com.

au for more opportunities..

Company
Bentley Recruitment
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Work Type

Full Time

Posted

4 Sep 2020

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