The Company:
Our clients are an established boutique financial services firm providing personalised Financial Advice, Lending Solutions, and Wealth and Risk Protection to a select group of clients.
Having operated successfully for 12 years, they pride themselves on excellent work life balance and understand the importance of family.
They have invested heavily in building an experienced support team, efficient advice processes and a tailored CRM designed around the way their business operates. This allows our Client Relationship Managers to spend more time working with advisers and clients, while having administrative support for paperwork, data entry and implementation tasks.
Responsibilities:
- Supporting advisers with the preparation and coordination of client
- Assisting with the implementation of financial advice
- meetings and annual reviews
- Acting as a key point of contact for clients and managing their day-to-day needs
- Preparing meeting files, review information and supporting documentation
- Reviewing documentation for accuracy before it is provided to advisers or clients
- Liaising with superannuation funds, investment platforms, insurers, accountants and other professionals
- Assisting advisers with strategy development and the preparation of advice documents
- Taking on paraplanning responsibilities where your experience allows, with the opportunity to build this further into the day-to-day role
- Working closely with our broader advice, paraplanning, administration and operations teams across all three offices
Skills & Experience:
- 2+ years experience in financial planning
- Knowledge of advice implementation and compliance processes for financial services highly regarded.
- Experience using financial planning software; XPLAN
- Experience working with HNWI is highly regarded
- Ability to work both independently and operate well within a remote team
Please apply for this role if you are interested in a confidential conversation or email
[email protected] your resume.
📌 Client Service Manager / Paraplanner - Financial Planning (Canberra)
🏢 CANDOR Recruitment
📍 Canberra