Job: Assistant Advisor

ul

ul

ul

Location:Sydney, NSW Australia
Job Type:Full-Time
Rate/Salary:Market rate
Reference:PSMS-2021-004
Call:(02) 8001 6478
QR Code:
Apply Now 

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
Apply Now 
Register Your CV

HSSEQ Manager | Sydney

You will...· Maintain and improve value adding HSSEQ systems, processes and training programs· ...

HSSEQ Manager | Sydney

About the roleAs an HSSEQ Manager, you will be maintaining and improving value adding HSSEQ systems,...

Chief Financial Officer | Macquarie Park

About the roleAs a Chief Financial Officer, you will be managing and mentoring the Finance team. You...

Technical Tax Specialist | Sydney

A key focus of the role is to provide technical tax support to the specialist tax team. You would a...

Taxation Supervisor | Sydney

This role would suit someone currently in a tax focused role with a desire to increase their advisor...

Shows jobs in ACT | NSW | NT | QLD | SA | TAS | VIC | WA | NZ
EBR Jobs Australia and New ZealandEBR Jobs Western AustraliaEBR Jobs New ZealandEBR Jobs TasmaniaEBR Jobs QueenslandEBR Jobs Northern TerritoryEBR Jobs South AustraliaEBR Jobs VictoriaEBR Jobs New South WalesEBR Jobs Australian Capital Territory
Shows jobs in ADELAIDE | BRISBANE | CAIRNS | DARWIN | HOBART | MELBOURNE | PERTH | SYDNEY