Client Service Manager / Paraplanner - Above Market Comp - Scope for Growth

Harbourlight Private Wealth Management; Sydney; On-site; AUD 80,000 - 120,000; Full time

Job summary

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.

Qualifications

• Experience in a reputable advice boutique or private bank.
• Strong technical and investment knowledge.
• Excellent written and verbal communication skills.
• Accuracy and client outcomes-focused.
• Interest in investment markets.

Responsibilities

• Support the preparation of Statements of Advice and technical working papers.
• Assist with cashflow modelling and scenario analysis.
• Provide clients with exceptional customer service.

Skills

Client service

Paraplanner

Investment knowledge

Communication (verbal)

Communication (written)

Growth mindset

Job description

Harbourlight Private Wealth Management - Sydney CBD NSW

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
• 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, professional written and verbal communication skills
• Someone who takes accuracy and client outcomes very seriously