A boutique financial planning firm in Sydney seeks a Director to oversee client onboarding and act as a key contact for clients. The ideal candidate should have 3-5 years of experience in financial planning and familiarity with financial planning software such as XPLAN. You will implement advice documents, respond to client inquiries, and provide a solutions-focused customer experience. This full-time position offers a competitive salary within the range of A$90,000 to A$110,000 per year.
Senior Client Services Lead — Wealth Planning in Sydney employer: CANDOR Recruitment
Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.
