Job Details
  • Reference380984C_1640230711
  • LocationCanberra
  • Job TypeFull Time
  • Posted25 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. 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.

They are growing their office and looking for a Client Service Manager to support one Adviser.

The Role:

  • Timely and accurate implementation of all advice documents
  • Prepare Client Portfolio Reviews
  • Execution of share trades via broker and wrap platforms
  • Generate SMSF investment strategy documents and distrubute to 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 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

To apply, please email your resume.