Job Details
  • Reference374215A_1621246174
  • LocationParramatta
  • Job TypeFull Time
  • Posted26 days ago
  • ConsultantAnson Lam

About the Company:

An excellent opportunity has arisen for an Adviser Assistant join one of Australia's leading Wealth Management firm. They work primarily with mum and dad clients and are experiencing exponential growth.

The role is to provide quality support to Financial Advisers and the ideal candidate will have completed relevant education requirements (DFP or ADFP). You must have at least 2 years experience in supporting high performing Advisers.


The Role:

  • Timely and accurate implementation of all advice documents
  • Prepare client packs for the Advisers along with fixed term service agreements
  • Attend client meetings with the Advisers to build a genuine relationship with clients
  • 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:

  • Must have experience 2+ years in the Financial Planning Industry
  • ADFP or DFP qualified with a degree
  • MUST have XPLAN experience
  • Excellent telephone manner and relationship management skills

Benefits:

  • Competitive Salary and great bonus structure
  • Work in a firm that always puts clients first
  • Located in the heart of Parramatta
  • Great work life balance - work from home
  • Work in ASX top 200 company

For a confidential discussion please email anson.lam@chandlermacleod.com or click on the apply button below.