Job Details
  • Reference373818D_1622179599
  • LocationForest Hill
  • Job TypeFull Time
  • Posted19 days ago
  • ConsultantAnson Lam

Our client is a growing financial planning firm seeking an experienced Adviser Assistant with strong work ethic and education. The ideal candidate will have experience within a financial planning firm and looking to progress into growing to an Adviser.

This position will assist the Financial planners with the various aspects of client work and servicing their clients. This will include implementation of holistic advice strategies including investments, cashflow, insurance, superannuation and SMSF.


Duties:

  • Assist Financial Planning team on a daily basis and providing support to internal stakeholders
  • Implementation of holistic advice strategies including investments, cashflow, insurance, superannuation and SMSF
  • Preparing for and attending client meetings with the Financial Adviser to assist with the review of clients
  • Managing operational and administrative functions to ensure tasks are delivered efficiently
  • Manage the team calendar and organise seminar and events for the financial planning team
  • Handle inbound and outbound calls from relevant stakeholders.
  • Assist Financial Adviser to onboard new clients
  • Ensure internal processes and CRM are up to date and maintained
  • Perform all ad hoc administrative duties

Skills and Experience:

  • Must have 1+ years Financial Planning experience
  • Must be ambitious and wanting to grow into an Adviser
  • Financial planning qualifications are highly desirable
  • High standard of verbal and written communication

Please click 'Apply' if you are interested and have the relevant experience or send through and updated resume to Anson on anson.lam@chandlermacleod.com