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, effective 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
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 specialists
Assisting advisers with strategy development and the preparation of advice documents
Taking on paraplanning responsibilities where your experience allows, with the chance 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
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📌 Client Service Manager / Paraplanner New South Wales
🏢 CANDOR Recruitment
📍 New South Wales