Client Service Manager & Paraplanner - Private Wealth (New South Wales)

Client Service Manager & Paraplanner - Private Wealth (New South Wales)

25 Sep
|
Harbourlight Private Wealth Management
|
New South Wales

25 Sep

Harbourlight Private Wealth Management

New South Wales

Job Description

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.

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

📌 Client Service Manager & Paraplanner - Private Wealth (New South Wales)
🏢 Harbourlight Private Wealth Management
📍 New South Wales

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