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

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.

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

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|
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