Job Details
  • ReferenceBH-140772
  • LocationPerth
  • Salary$50000 - $75000 per annum
  • Job TypeFull Time
  • Posted3 months ago
  • ConsultantAnson Lam
About the Company:
We are looking for an adviser assistant/graduate to join a growing finanial planning/accounting practice with multiple offices. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. They are passionate about providing great client service, with high value and high touch focus. This is an ideal position for you if you enjoy supporting advisers or have just finished your Finance/Commerce/Financial Planning degree. 

We are open to supporting someone looking for a Professional Year. 

The Role:
  • Working with Financial Planners on strategy development and research for clients
  • Provide financial advisers with technical support within a changing legislative landscape
  • Manage and respond to client queries within specific time frames
  • Preparation and implementation of statements of Advice (SOA) and Records of Advice (ROA)
  • Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
  • Maintain client interactions, files and database records (XPLAN)
  • Work collaboratively in a team to improve various business processes
Skills & Experience:
  • 6+ months experience in Financial Planning is ideal
  • Open to Bachelors of Commerce / Finance / Financial Planning Graduates 
  • XPLAN experience preferred
  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Ability to work autonomously and as part of a team
  • Must have a can-do attitude

Please apply by emailing your updated resume.