Harbourlight PWM is a successful boutique private wealth practice based in the heart of Sydney focused on exceptional client service and an institutional investment style.
We are looking for a highly competent Client Service Manager / Paraplanner to help with the broader support of providing high quality advice.
The role spans the full advice cycle, supporting the preparation of Statements of Advice and technical working papers, assisting with cashflow modelling and scenario analysis and providing our clients with exceptional customer service.
Skills and attributes we will look favourably on:
A balanced, insightful, helpful and hard working attitude
Previous relevant experience within a reputable advice boutique or private bank
Relevant qualifications & system knowledge (Xplan)
Sound technical and investment knowledge with a keen interest in investment markets
A growth focus, both in terms of the business and personally
Capacity to identify areas of improvement across the business
Clear, qualified written and verbal communication skills
Someone who takes accuracy and client outcomes very seriously
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📌 Financial Planning (Sydney)
🏢 FAAA
📍 Sydney