Base pay range

A$90,000.00/yr - A$110,000.00/yr

Director | Recruitment | Wealth Management | Accounting & Financial Services

About the Company:

Our client is a boutique Financial planning firm with a tight knit team in Sydney CBD. Our client provides holistic advice for clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for your mum and dad clients who lack strategy to plan and grow their wealth in the most effective way.

This role will work with the team to onboard clients and act as the main point of contact both internal and external clients. You will work closely with the Senior Wealth Adviser and Provisional Financial Adviser.

Responsibilities:

- Timely and accurate implementation of all advice documents
- Responding to current and existing client enquiries
- Provide a solution focused customer experience
- Edit, update and complete Statement of Advice and fee consent documents for clients




- Completion and documentation of Client applications
- Liaising with clients, Third Party Administrators and Product providers
- Upload documents and conversation / review notes, including revising, editing and archiving
- Updating processes and procedures
- Work with staff to develop and fine tune the operational processes as required
- Research and development of product lines e.g., Superannuation

Experience:

- Minimum 3-5 years' experience in Financial Planning
- Experience with Financial Planning software; XPLAN
- Excellent communication skills are required
- Enjoys Client Services as a career

Please Apply for this role or email [email protected] your resume for a confidential conversation.

Seniority level: Associate

Employment type: Full-time

Job function: Finance and Administrative

Industries: Financial Services and Investment Advice

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📌 Senior Client Services Manager - Financial Planning (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales