Private Wealth Paraplanner & Client Service Lead (Sydney)

Private Wealth Paraplanner & Client Service Lead (Sydney)

27 Sep
|
FAAA
|
Sydney

27 Sep

FAAA

Sydney

Harbourlight PWM in Sydney is seeking a highly competent Client Service Manager / Paraplanner to support the full advice cycle, including preparation of Statements of Advice and technical working papers, cashflow modelling and scenario analysis, and delivering exceptional client service.

You will collaborate with advisers to improve client outcomes, identify process improvements across the business, and leverage Xplan to streamline operations and maintain high standards.

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📌 Private Wealth Paraplanner & Client Service Lead (Sydney)
🏢 FAAA
📍 Sydney

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