Client Services Manager at Candor Oy

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

30 Dec, 26

Salary

50000.0

Posted On

01 Oct, 26

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Industry

Financial Services & Insurance

Description

Our Clients:

Our clients are an established financial planning firm with a strong team-oriented culture. There is a genuine commitment to a healthy working environment, where they value a balance as much as the focus on results.

This opportunity will be based in the Norwood office with parking available for those that prefer to drive to work.

This is a role for a Client Service Administrator who is comfortable working right across the advice process. Our clients have a big focus on culture as they do enjoy regular team events, lunches together, and a very supportive approach towards learning and internal development.

You will ensure the smooth delivery of holistic advice services across a high-quality client base of clients ranging between wealth accumulators, pre-retirees and more.

Responsibilities

Act as a key point of contact for clients, guiding them through onboarding, advice implementation, and ongoing service
1-1 support for the financial adviser with access to the offshore team
Implement financial advice recommendations and prepare documentation
Manage and coordinate documentation, compliance requirements, and client records
Support Financial Advisers with client meeting preparation, file notes, and follow-up actions
Liaise with third party product providers, super funds insurance and clients

Experience

2+ years experience in financial planning
XPLAN experience is highly regarded
Strong organisational and communication skills with a client-first mindset
Ability to manage competing priorities while maintaining quality and compliance standards

Benefits

Flexible working arrangements and WFH Options
Early finish on Fridays
Great culture and advisers to work with
Ample career progression opportunities

Please apply for this position if you are interested in a confidential conversation, or email ••••@candorrecruitment.com.au your updated resume.

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