Our client is a highly regarded Wealth Management and Financial Planning firm based in the Perth CBD, providing tailored financial advice and investment solutions to high-net-worth individuals, families, and sophisticated investors.
Working alongside experienced Financial Advisors and Directors, you will play a critical role in ensuring a seamless client experience while supporting the delivery of high-quality financial advice to a sophisticated client base.
Key Responsibilities:
- Provide ongoing support to Senior Financial Advisors and Directors
- Deliver exceptional customer service and assist with client enquiries
- Prepare for client review meetings and new client appointments
- Data gathering and client investment/product research
- Implement advice documentation and administrative processes
- Maintain the Xplan client database, ensuring accuracy, compliance, and integrity of information
- Coordinate client onboarding and ongoing service activities
- Build and maintain strong relationships with high-net-worth clients
- Assist with maintaining regulatory and compliance requirements
- Support the team in delivering a premium client experience at every stage of the client journey
- Excellent written and verbal communication skills
- Exceptional customer service and relationship management abilities
- A highly organised, procedure-driven approach to your work
- A professional demeanour with a positive, enthusiastic, and hardworking attitude
- Experience within a Financial Planning, Wealth Management, Private Banking, or Financial Services environment is highly regarded
- Experience with Xplan is preferred
- The ability to work confidently with professional and high-net-worth clientele
- A genuine opportunity to progress and develop your career within Wealth Management and Financial Planning
- Competitive remuneration package
- Flexible working arrangements available
- Friendly, supportive, and collaborative team environment
- Modern Perth CBD office location
- Convenient access to public transport
- Exposure to experienced Advisors and a sophisticated high-net-worth client base
- Long-term career development opportunities within a growing business
Apply now for a confidential discussion.
