Envision Financial Services is seeking a highly organised Client Service Manager/Paraplanner to join our Canberra-based team. The role focuses on end-to-end production of financial documents under the Practice Principal, with client relationship responsibilities and high attention to detail.
You will work across XPLAN and coordinate with providers to deliver timely advice documentation, while maintaining our client-first culture and service ethos.
Paraplanner & Client Services Specialist in Canberra employer: Envision Financial
Envision Financial is an exceptional employer that values a supportive and collaborative work culture, perfect for those looking to thrive in a Client Experience & Admin Specialist role. With a hybrid working model, employees enjoy flexibility while being part of a team that prioritises professional growth and development, ensuring that every team member feels valued and empowered. The company offers competitive salaries and a welcoming environment where your contributions truly make a difference.
