Client Service Manager | Paraplanner

Inner West Location, $85,000 - $100,000 package, HNW Clientele.My client is a successful Advice practice with over 30 year’s service to the Sydney market. This Boutique Group is fully integrated across Financial Advice, Accounting, SMSF, and Finance.

This integrated model has enabled them to provide outstanding advice to clients, and the business prides itself on a caring attitude for both their clients and staff alike.

Reporting to the Head of Advice the practice is seeking to hire an experienced and proactive client service professional who has both client service and paraplanning skills. 

Above all else the successful candidate will have a high attention to detail and accuracy in their work. The key responsibilities for the role include:
 - Preparing for client reviews
 - Advice implementation and Financial Planner support 
 - Preparing SOAs as required 
 - Liaising with clients and external contacts (including BDM's, product providers)
 - Database management 
 - Adhoc projects

The ideal candidate will have a strong resume with previous experience in a boutique Financial Planning business (circa 3+ years in advice implementation). Tertiary qualifications are essential with RG 146 preferred. Excellent communication skills and being highly organised are also key requirements

This is an excellent opportunity to join a growing business.


14/09/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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