Hybrid Client Service Lead, Financial Planning

Hybrid Client Service Lead, Financial Planning

Candor Recruitment | Newcastle, New South Wales, AU

Posted 9 days ago

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Description

Candor Recruitment clients are seeking a Client Service Administrator for their Adamstown office in Newcastle. You will support the advice process across onboarding, implementation, and ongoing service for a high-quality client base.

You\'ll provide 2+ years of financial planning experience and use XPLAN; the role emphasizes organisation, compliance, and strong client focus within a supportive team culture with regular development opportunities.


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