Job Details
  • Reference377415A_1626340367
  • LocationVictoria
  • Job TypeFull Time
  • Posted12 days ago
  • ConsultantAnson Lam

About the Company:
Our client is a leading wealth and investment advice firm that prides themselves on their corporate social responsibility and giving back to the community. They specialise in investment and financial planning advice with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.

They are looking for a Client Service Manager / Adviser Assistant to join their Melbourne office and support one Adviser. You will be working closely with their in-house paraplanner as well.

The Role:

  • Timely and accurate implementation of all advice documents
  • Prepare Client Portfolio Reviews
  • Generate and distribute SMSF investment strategy documents to clients
  • Execution of share trades via broker and wrap platforms
  • Develop and maintain client relationships ensuring client queries are answered
  • Processing new client packs including conducting analysis on client's superannuation/investments
  • 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 experience in the Financial Planning Industry
  • ADFP or DFP qualified with a degree
  • Hold 3+ years experience as an Adviser Assistant
  • Experience with Financial Planning software; XPLAN
  • Excellent telephone manner and relationship management skills

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