Client Service Manager & Paraplanner – Private Wealth

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 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.