You will be a key player in assisting Senior Advisers, in helping them continue to build their relationships with a range of HNW clients.
Duties and Responsibilities
Assistance to Senior Advisers in implementing client strategies and portfolio recommendations.
First point of contact for clients.
Producing standard and tailored client correspondence.
Preparation of research and required documentation for client meetings.
Assistance to the Advisers with implementing client compliance requirements.
Skills & Experience
Exceptional written and verbal communication skills
Excellent knowledge of the financial planning industry
Experience with financial planning software
Broad knowledge of financial planning concepts, legislation and regulations
3-4 years previous experience
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📌 Associate Adviser - Pathway To Py (New South Wales)
🏢 Vivere Recruitment Group
📍 New South Wales
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