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Client Services Manager/paraplanner

Hays - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


This is a boutique advice firm that offers tailored financial solutions to their client base. The firm understands the value in building solid relationships with their clients. Due to the company's organic growth, they are looking for a Client Service Manager/Paraplanner to join their team.

Your new role

Your responsibilities will include:

  • Constructing SOAs and ROAs that align with the adviser's recommendations
  • Providing excellent client service and being the point of contact
  • Working closely with the Principal Adviser
  • Assisting with the maintenance of compliance standards for advice documents
What you'll need to succeed
  • Diploma of Financial planning
  • Strong technical knowledge
  • Previous experience working in the Financial Planning industry
  • Exceptional written and verbal communication skills
  • Strong organisational skills and good time management
What you'll get in return

You would be working in a supportive team that values a good workplace culture. There is the opportunity to progress your career within financial planning as well as flexible working arrangements.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508

Job ID: 2466634 tpoJEwXgp0f3EAG3

Posted Date: 29 Mar 21

Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.