Business Development Officer – Top Tier Brand – CBD
- Prestigious Financial Planning Brand
- Support 3 leading BDMs receive full training
- Client facing meetings exposure
THE COMPANY
Join this Prestigious Financial Services organisation and provide relationship client service support to the Wealth Management team.
- Competitive Salary Package
- Career Progression Opportunities
- Great Work Environment
This integrated Financial Services organisation has a well established Wealth Management team providing advice to high net worth clients – these will predominantly be business owners or people close to or at retirement age.
THE ROLE
They are looking for someone to join their team in a support role – you will be implementing advice recommendations, liaising with third party providers and providing and ongoing service to clients.
The ideal candidate will have a minimum of 4+ years experience in a BDM or planning support role, preferably in a Financial Planning environment. You will need a high level of attention to detail, strong communication skills and the ability to manage your work effectively.
THE OPPORTUNITY
This is a great opportunity if you are keen to progress your financial planning career. The company and will support your training and development and will encourage you to build your skills and knowledge and move into a BDM role with a leading team.
To find out more about these positions, or to express your interest in similar roles please contact Neil for a confidential discussion on 02 9247 56 and send all applications through the appropriate link.