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High Net Worth Client Service Specialist

2 months ago

Sydney, New South Wales, Australia Randstad Full time

About the Opportunity

A highly regarded and well-established independent advice firm based in North Sydney seeks a Strategic Paraplanner/Associate Advisor to join their team.

In this role, you will have the opportunity to support Senior Financial Planners and be a first point of contact for High Net Worth and wholesale clients. Responsibilities include administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers, and client greetings and follow-ups.

Demonstrated skills required include:

  • Extensive experience working as a Client Service Manager in Financial Advice
  • Ability to build strong relationships with HNW and wholesale clients
  • Great understanding of compliance frameworks in the advice industry

Benefits include:

  • $120,000 - $150,000 salary package
  • Opportunity to work in an independent advice business
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Career development opportunities
  • Social events

Randstad is passionate about providing equal employment opportunities and embracing diversity.