Private Wealth Paraplanner & Client Service Lead (New South Wales)

Private Wealth Paraplanner & Client Service Lead (New South Wales)

27 Sep
|
FAAA
|
New South Wales

27 Sep

FAAA

New South Wales

Job Description
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.
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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.

📌 Private Wealth Paraplanner & Client Service Lead (New South Wales)
🏢 FAAA
📍 New South Wales

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