Job Details
  • Reference380517A_1631695971
  • LocationBrisbane, Brisbane, Queensland
  • Job TypeFull Time
  • Posted9 days ago
  • ConsultantAnson Lam

Our client is National leading investment advice firm focused on providing tailored investment advice to all clients. They are experiencing exponential growth and are looking for an experienced Adviser Assistant/Paraplanner to join their team.

The role is to provide quality support to a investment advisers. The ideal candidate will have completed relevant education requirements (DFP or ADFP) and experience placing trades, portfolio management, buy and sell stocks, bonds, etc.
The Role:

  • Timely and accurate implementation of all advice documents
  • Develop accurate and succinct holistic Statements of Advice across all asset classes
  • Review PDS documentation
  • Attend client meetings with the Investment 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 adhoc tasks and work on best practice strategies

Skills & Experience:

  • Must have 2+ years experience in the Financial Planning industry
  • Experience with Financial Planning software; XPLAN, COIN, etc.
  • Experience working with HNW and Wholesale clients is highly regarded
  • Excellent telephone manner and relationship management skills
  • Experience preparing SOAs, product research and selection is highly regarded

To apply, please email for a confidential discussion