Client Relationship & Paraplanning Manager New South Wales (Australia)

Client Relationship & Paraplanning Manager New South Wales (Australia)

29 Aug
|
CANDOR Recruitment
|
Australia

29 Aug

CANDOR Recruitment

Australia

We are seeking a Client Relationship Manager for a boutique financial services firm, to support advisers, coordinate client meetings and annual reviews, and manage day-to-day client needs with precision.

You will prepare meeting files, review documentation, and liaise with superannuation funds, investment platforms, insurers and accountants. The role involves working with our advice, paraplanning, administration and operations teams across three offices, including remote collaboration.
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📌 Client Relationship & Paraplanning Manager New South Wales (Australia)
🏢 CANDOR Recruitment
📍 Australia

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