Job Details
  • Reference380516A_1631695766
  • LocationChatswood, Willoughby, New South Wales
  • Job TypeFull Time
  • Posted9 days ago
  • ConsultantAnson Lam

About the Company:

Our client is a boutique that specialises on high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients who lack strategy to plan and grow their wealth in the most effective way. You will focus on holistic advice across; investments, SMSF, superannuation, etc.

The Role:

  • Timely and accurate implementation of all advice documents
  • Attend client meetings with the Investment Advisers to build a genuine relationship with clients
  • Prepare Client Portfolio Reviews
  • 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 2+ years experience as an Adviser Assistant
  • Experience with Financial Planning software; XPLAN
  • Excellent telephone manner and relationship management skills

To apply, please email your resume directly to