n
- Attend meetings with the Senior Advisor for both new and existing clients
n
- Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, skilled and compliant manner
n
- Researching and developing financial strategies for clients
n
- Preparing ongoing strategic review documents
n
- Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
n
- Attending to general client queries
n
- Maintenance and tracking client portfolios
n
- Developing and refining administration processes.
n
n
About you:
n
n
- Degree qualified in Commerce, Economics, or similar discipline
n
- 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
n
- Ideally come from a paraplanning or client services background
n
- Exceptional client service focus
n
- Excellent written and verbal communication skills
n
- Good lateral thinking and problem-solving skills
n
- Strong Word, Excel and Xplan skills
n
n
Key Responsibilities:
n
n
- Attend meetings with the Senior Advisor for both new and existing clients
n
- Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant manner
n
- Researching and developing financial strategies for clients
n
- Preparing ongoing strategic review documents
n
- Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
n
- Attending to general client queries
n
- Maintenance and tracking client portfolios
n
- Developing and refining administration processes.
n
n
About you:
n
n
- Degree qualified in Commerce, Economics, or similar discipline
n
- 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
n
- Ideally come from a paraplanning or client services background
n
- Exceptional client service focus
n
- Excellent written and verbal communication skills
n
- Good lateral thinking and problem-solving skills
n
- Strong Word, Excel and Xplan skills
n