Senior Client Services Lead -- Wealth Planning (New South Wales)

Senior Client Services Lead -- Wealth Planning (New South Wales)

21 Aug
|
CANDOR Recruitment
|
New South Wales

21 Aug

CANDOR Recruitment

New South Wales

Job Description
A boutique financial planning firm in Sydney seeks a Director to oversee client onboarding and act as a key contact for clients.
The ideal candidate should have 3-5 years of experience in financial planning and familiarity with financial planning software such as XPLAN.
You will implement advice documents, respond to client inquiries, and provide a solutions-focused customer experience.
This full time position offers a competitive salary within the range of A$90,000 to A$110,000 per year.
#J-*****-Ljbffr

📌 Senior Client Services Lead -- Wealth Planning (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales

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