EBR Ever Better Recruitment – Paddington NSWFull time18h ago , from EBR Ever Better RecruitmentAttend meetings with the Senior Advisor for both new and existing clientsAssist the Senior Advisors in the preparation of high level strategic SoA's in a timely, professional and compliant mannerResearching and developing financial strategies for clientsPreparing ongoing strategic review documentsImplementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemptionAttending to general client queriesMaintenance and tracking client portfoliosDeveloping and refining administration processes.About you:Degree qualified in Commerce, Economics, or similar discipline2+ years' experience working in the industry within financial planning/advice, superannuation consulting workplace, technical role or accounting is preferableIdeally come from a paraplanning or client services backgroundExceptional client service focusExcellent written and verbal communication skillsGood lateral thinking and problem-solving skillsStrong Word,



Excel and Xplan skillsKey Responsibilities:Attend meetings with the Senior Advisor for both new and existing clientsAssist the Senior Advisors in the preparation of high level strategic SoA's in a timely, professional and compliant mannerResearching and developing financial strategies for clientsPreparing ongoing strategic review documentsImplementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemptionAttending to general client queriesMaintenance and tracking client portfoliosDeveloping and refining administration processes.About you:Degree qualified in Commerce, Economics, or similar discipline2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferableIdeally come from a paraplanning or client services backgroundExceptional client service focusExcellent written and verbal communication skillsGood lateral thinking and problem-solving skillsStrong Word, Excel and Xplan skills
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📌 Assistant Advisor (Sydney)
🏢 EBR Ever Better Recruitment
📍 Sydney