Job Details
  • Reference385834C_1642057252
  • LocationKirrawee
  • Job TypeFull Time
  • Posted4 days ago
  • ConsultantAnson Lam

About the Company:

Our client is a leading Financial planning practice that prides themselves on their work life balance and workplace culture. They deal with a majority of

They are looking for a Client Service Manager / Adviser Assistant to join their office in South Sydney with a parking spot available. You will have exposure to managing the off-shore paraplanning team and their workload.

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 2+ years experience as an Adviser Assistant
  • Experience with Financial Planning software; XPLAN
  • Excellent telephone manner and relationship management skills

To Apply, please email