Job: Assistant Advisor

Key Responsibilities:

• Attend meetings with the Senior Advisor for both new and existing clients
• Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant manner
• Researching and developing financial strategies for clients
• Preparing ongoing strategic review documents
• Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
• Attending to general client queries
• Maintenance and tracking client portfolios
• Developing and refining administration processes.

About you:

• Degree qualified in Commerce, Economics, or similar discipline
• 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
• Ideally come from a paraplanning or client services background
• Exceptional client service focus
• Excellent written and verbal communication skills
• Good lateral thinking and problem-solving skills
• Strong Word, Excel and Xplan skills