About the companyThis leading Private Wealth firm is dedicated to providing high-quality investment advice and portfolio management across Australia. Working with a very loyal client base, they offer tailored investment solutions to a wide range of high-net-worth individuals (HNWs), family offices and wholesale clients. Their commitment to excellence and client satisfaction makes them a trusted partner in the industry. About the roleIn this Private Wealth
Client Service Administrator (4 Days a Week)Location: Melbourne CBD (First 4 weeks 100% onsite training, then hybrid: 3 days office / 1 day home)Contract: 12-Month Fixed Term ContractSalary: $95,000 Including Super (Pro Rata)Hours: Part-Time / 4 Days per Week (Wednesdays required)About the RoleJoin a leading financial advice team in the Melbourne CBD as a Client Service Administrator. Working within a collaborative advice operations team, you will deliver
About the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund