Job Details
  • Reference379479B_1663646095
  • LocationCanberra
  • Job TypeFull Time
  • Posted5 days ago
  • ConsultantAnson Lam
About the Company:

Our client is a boutique that specialises on providing financial advice to customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. This position is the ideal position if you are a recent Financial Planning Graduate or have experience working as an adviser assistant looking to progress your career.

The Role:
  • Timely and accurate implementation of all advice documents
  • Book client meetings
  • Sit in on client meetings
  • Prepare Client Portfolio Reviews
  • Prepare ad-hoc SOA/ROA documentation
  • Develop and maintain client relationships ensuring client queries are answered
  • Processing new client packs including conducting analysis client health and financial information
  • Detailed understanding of client portfolio to deliver a detailed response
  • Complete adhoc tasks and work on best practice strategies
Skills & Experience:
  • Have experience in the Financial Planning Industry (open to financial planning graduates)
  • Exceptional attention to detail, organisational skills and multi-tasking skills
  • Ability to establish and maintain good working relationships with stakeholders
  • Experience with Financial Planning software; XPLAN
  • Good working knowledge of technology including all MS Office applications
For a confidential discussion please email with your updated CV.