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About the role This is a fantastic opportunity for a Client Services Officer / Advice Support to join a respected financial planning and accounting firm. This role is ideally suited to someone with administration experience who
About the role This role supports a high performing advice team by managing client service delivery, preparing documentation, maintaining workflow accuracy, and assisting advisers with strategy development. You’ll work closely with Financial Planners, paraplanners, and leaders
About the Role We have partnered with an established and highly regarded boutique financial planning firm is seeking an experienced Client Services Officer to support a team of Advisers delivering holistic advice to a select portfolio