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 great 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 clientmeetings and annual reviewsActing as a key point of contact for clients and managing their day-to-day needsPreparing meeting files,



review information and supporting documentationReviewing documentation for accuracy before it is provided to advisers or clientsLiaising with superannuation funds, investment platforms, insurers, accountants and other professionalsAssisting advisers with strategy development and the preparation of advice documentsTaking on paraplanning responsibilities where your experience allows, with the chance to build this further into the day-to-day roleWorking closely with our broader advice, paraplanning, administration and operations teams across all three officesSkills & Experience:2+ years experience in financial planningKnowledge of advice implementation and compliance processes for financial services highly regarded.Experience using financial planning software; XPLANExperience working with HNWI is highly regardedAbility to work both independently and operate well within a remote team
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📌 Client Service Manager / Paraplanner (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales