About this role

Act as the primary point of contact for client service enquiries.
Build and maintain strong relationships with clients through phone, email and virtual meetings.
Prepare and support financial plans using eMoney.
Assist with financial planning recommendations and implementation.
Manage client information and maintain accurate records within the CRM.
Work with client accounts held on the Charles Schwab custodial platform.
Coordinate with the Financial Advisor to ensure outstanding client service.
Handle planning, administrative and follow-up tasks independently.
Help streamline internal processes and free up advisor capacity for business growth.

4+ years' experience in a Paraplanner, Financial Planning Assistant or Client Relationship Manager role.
Previous experience supporting a financial advisory or wealth management business.
Experience using eMoney financial planning software.
Familiarity with the Charles Schwab custodial platform.
Experience working with CRM systems.
Excellent verbal and written English communication skills.
Strong organisational skills with exceptional attention to detail.
Ability to work independently and proactively manage workloads.
Comfortable speaking directly with clients via phone and video calls.

Paraplanner – Client Relationship Manager

Key skills