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
- Solid Word, Excel and Xplan skills

Required Skill Profession

Financial Clerks

📌 Assistant Advisor (Sydney)
🏢 Ebr
📍 Sydney