About the Company:

Our client is a large established investment management firm with a national presence. They specialise on providing wholesale advice to ultra- high-net-worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.

For the last two years they have been named as one of Australia’s Best Places to Work by the AFR!

This is the ideal role for you if you enjoy supporting advisers and working with High Net Worth individuals. You will focus on high quality work over quantity and our clients are flexible with working from home flexibility.

The Role:

- Adviser & Client Support: Support Advisers with ongoing client management, account openings, administration, file notes, action items and preparation of advice documentation. Manage client queries, communications, meetings and proactive diary management.
- Operational & Compliance Support: Maintain client and regulatory records, including Investor Certificates, Fee Disclosure Statements and Renewal Notices. Process funds transfers, investment applications and redemptions across platforms such as Netwealth, Praemium and IRESS.
- Process & Workflow Management: Maintain internal processes,



workflows and recurring task lists, identifying opportunities to improve efficiency and enhance the client experience.
- Team & Business Support: Build strong relationships with clients and external stakeholders including accountants and lawyers, while proactively contributing to the team’s client service, revenue and funds under management objectives.

Skills & Experience:

- 3+ years experience in the Financial Planning Industry
- Experience working with HNWI is highly regarded
- Wholesale client experience highly regarded
- Strong verbal and written communication
- Experience with platforms; Netwealth, Praemium, IRESS highly regarded
- MUST be Australian Citizen or PR.

Advantages:

- Hybrid working model
- 16 weeks paid parental leave, study and exam leave if required
- Work-life balance and flexibility, so you can work in a way that best suits you and your family.
- Two paid volunteer days to give back to your community

Please apply for this role if you are interested in a confidential conversation or email [email protected] your updated resume.

📌 Client Service Manager - UHNW Wholesale Advice (Sydney)
🏢 CANDOR Recruitment
📍 Sydney