Current opportunity

Assistant Advisor

You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice, aimed at helping them to achieve their non-financial objectives by delivering great financial outcomes. You will work closely with our Directors and Senior Advisors, to provide sophisticated, tailored advice to our successful business owners, high level executives and ultra-high net worth families.

Job type
Full-Time
Rate / salary
Market rate
Reference
PSMS-2021-004
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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
This advert was posted by CRIS. http://cris.cloud