Collaborate with our thriving wealth team in a role dedicated to delivering an exceptional client experience. This role is the perfect opportunity for a confident and driven individual who isn't afraid to take charge and use their initiative to get things done.

What you’ll be doing
-Working with our advisory team to provide support with the implementation of advice, and maintenance of our client's ongoing programs
-Overseeing and directly managing client files and communication via XPLAN and HubSpot
-Liaising with product providers for lodgment of applications, amendments and cancellations of policies
-Working with the advice team to maintain accountability for client objectives and ensuring that compliance is upheld
-Proactively engaging in processes improvement