Job Details
  • Reference380668A_1633060403
  • LocationBalwyn
  • Job TypeFull Time
  • Posted25 days ago
  • ConsultantAnson Lam

About the Company:
Our client is a large financial planning/accounting practice 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. This position is the ideal position if you have experience supporting holistic advisers with back office support.

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 paperworkComplete 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

For a confidential discussion please email your updated resume.