Financial Adviser assistant
Hudson Advisory Group
location_pin
Bendigo, VIC
money_bagA$40,000-$60,000 p/a
domainBanking & Financial Services → Client Services
schedulePart-time
home_workOn-site
Posted 15 days ago
Financial Planner Assistant
Responsible for:
To book existing clients for review
Keep CRM up to date(xplan knowledge essential)
Implement advice ie liase with Super funds, Investment providers, insurance providers to setup accounts and put in place insurance and investment
Keep clients updated of progress
About Hudson Advisory Group
home_pinBendigo, VIC, Australia
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