2 weeks ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.This range is provided by CANDOR Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$85,000.00/yr - A$100,000.00/yrDirect message the job poster from CANDOR RecruitmentDirector | Recruitment | Wealth Management | Accounting & Financial ServicesAbout the Company:Our client is a large established investment management firm with a national presence. They specialise on high-net-worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.For the last two years they have been named as one of Australia’s Best Places to Work by the AFR!This is the ideal role for you if you have experience as an Adviser Assistant or Paraplanner and enjoy working with High Net Worth individuals. You will be working with top advisers in the industry.The Role:Join meetings with the Advisers to meet with new clients to provide strategic and quality adviceWork with complex advice across; structures, trusts, superannuation, SMSF, etc.Assist advisers with meeting preparation, research and prepare Client Portfolio ReviewsProvide quality advice for clients on complex decisions they need to make regarding their wealth.Detailed understanding of client portfolio to deliver a detailed responsePrepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperworkComplete adhoc tasks and work on best practice strategiesSkills & Experience:Must have minimum 3 years experience in adviser support and paraplanning experience is highly regardedExperience working with HNWI is highly regardedMUST be Australian Citizen or PR.Please apply for this role if you are interested in a confidential conversation or email anson.lam@candorrecruitment.com.au your updated resume.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionAdministrative and Strategy/PlanningIndustriesFinancial Services and Investment AdviceReferrals increase your chances of interviewing at CANDOR Recruitment by 2xSign in to set job alerts for “Client Services Manager” roles.Perth, Western Australia, Australia A$100,000.00-A$120,000.00 3 weeks agoJoondalup, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia 6 days agoAscot, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia 1 month agoPerth, Western Australia, Australia 3 weeks agoPerth, Western Australia, Australia 6 days agoPerth, Western Australia, Australia 1 day agoPerth, Western Australia, Australia 1 week agoEnterprise Customer Success Manager APACPerth, Western Australia, Australia 1 day agoEnterprise Customer Success Manager - ANZ (based in Perth)Perth, Western Australia, Australia 2 weeks agoEnterprise Customer Success Manager AmericasPerth, Western Australia, Australia 8 months agoEnterprise Customer Success Manager AmericasPerth, Western Australia, Australia 6 months agoPerth, Western Australia, Australia 4 weeks agoPerth, Western Australia, Australia 1 day agoCustomer Success Manager, ImplementationsPerth, Western Australia, Australia 4 months agoPerth, Western Australia, Australia 1 week agoBusiness Development Manager-Public Sector & MiningPerth, Western Australia, Australia 15 hours agoPerth, Western Australia, Australia 2 weeks agoSenior Manager - Employment Tax AdvisoryPerth, Western Australia, Australia 4 days agoPerth, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia 1 month agoPerth, Western Australia, Australia 4 weeks agoPerth Airport, Western Australia, Australia 5 days agoPerth, Western Australia, Australia 2 weeks agoPerth Airport, Western Australia, Australia 2 weeks agoCanning Vale, Western Australia, Australia 3 weeks agoPerth, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia 2 weeks agoOsborne Park, Western Australia, Australia 1 day agoPerth, Western Australia, Australia 2 weeks agoLeederville, Western Australia, Australia 1 day agoPerth, Western Australia, Australia 6 days agoPerth, Western Australia, Australia $220,000.00-$3,000,000.00 6 days agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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