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

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

26 Aug
|
CANDOR Recruitment
|
New South Wales

26 Aug

CANDOR Recruitment

New South Wales

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

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