Job Details
  • Reference373066A_1619504815
  • LocationMelbourne
  • Job TypeFull Time
  • Posted14 days ago
  • ConsultantAnson Lam

About the Company:

Our client is National leading financial and investment advice firm focused on providing tailored advice to all clients. They are experiencing exponential growth and are looking for an experienced Adviser Assistant to join their team. This position be promoted into a Financial Adviser in the next 2 years to service clients.

The role is to provide quality support to the principal adviser whilst learning the firms processes. The ideal candidate will have experience across placing trades, portfolio management, paraplanning, implementation, research, etc. This will be the ideal role for a candidate looking to grow into an adviser in the next 2 years.

The Role:

  • Timely and accurate implementation of all advice document
  • Produce high quality SOA across holistic advice; superannuation, investment, insurance, equity, estate planning, etc.
  • Attend client meetings with the Advisers to build a genuine relationship with clients
  • Buy and sell stocks, place trades, portfolio management, manage bonds, etc.
  • Develop and maintain client relationships ensuring client queries are answered
  • Detailed understanding of client portfolio to deliver a detailed response
  • Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
  • Complete ad hoc tasks and work on best practice strategies

Skills & Experience:

  • Studying towards meeting FASEA requirements or have met all requirements
  • Holds 2+ years' experience across paraplanning, implementation, research and modelling
  • Ambition to grow into an Adviser in the next 2 years
  • Must have XPLAN experience

For a confidential discussion please email or click on the apply button below.