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Servicing Adviser / Team Leader

Oakwood Lifestyle Advisers Pty Ltd - Belrose, NSW

Any Industry
Source: uWorkin


Oakwood Lifestyle Advisers is looking for a Financial Services Professional.

This expression of Interest is for an individual who is interested in a diverse role which will include some Team Leadership of the back office, some review of Paraplanning work and client servicing also.

The ideal candidate will have a high attention to detail, and be able to think laterally across a range of areas in the financial services space.

This role will be suitable to a self starting individual who is interested in business evolution and improvement within the Financial Planning sector. You will have the ability to drive this.

You would also be thinking about the long term with potential for partnership for the right individual.

We are flexible, this role is not defined and could be part time or full time.

If you want to be involved in enhancing on the base we have done so far, to provide above industry levels of service with a long term and expanding client base come and talk to us.

This role is a combination Office / remote work, we are fully set up for this.