Private Wealth Paraplanner & Client Service Lead (Sydney)

Private Wealth Paraplanner & Client Service Lead (Sydney)

06 Oct
|
FAAA
|
Sydney

06 Oct

FAAA

Sydney

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.

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

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