Client Service Manager & Paraplanner – Private Wealth (Sydney)

Client Service Manager & Paraplanner – Private Wealth (Sydney)

24 Sep
|
Harbourlight Private Wealth Management
|
Sydney

24 Sep

Harbourlight Private Wealth Management

Sydney

Harbourlight Private Wealth Management in Sydney CBD is seeking a highly competent Client Service Manager / Paraplanner to support high quality financial advice. The role covers the full advice cycle, including SOA preparation and producing technical working papers.

You will assist with cashflow modelling and scenario analysis, and deliver exceptional client service while identifying improvements to the business.

#J-18808-Ljbffr

📌 Client Service Manager & Paraplanner – Private Wealth (Sydney)
🏢 Harbourlight Private Wealth Management
📍 Sydney

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