About the Company:

Our client is a leading Perth CBD based financial planning firm with a tight knit team who work with high-net-worth families and wholesale clients. They pride themselves on providing a highly personalised service with tailored solutions along with a great vibrant team culture.

The successful candidate will be provided with training and career opportunities, an excellent salary package and a friendly working environment. We are open to progression towards Paraplanning / Adviser / Office Management.

We have a predominantly sophisticated client base and are only interested in candidates who are looking for a long-term engagement to further their career.

The Role:

• Provide ongoing support to the Director / Senior Financial Adviser
• Implementing investment transactions, fund transfers, and advice recommendations.
• Develop and maintain client relationships ensuring client queries are answered
• Prepare for client review and new client meetings
• Managing and maintaining client and investment data within Xplan.
• Detailed understanding of client portfolio to deliver a detailed response
• Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork

Skills & Experience:

• 2+ years experience supporting financial advisers
• Experience working with sophisticated wholesale advice highly regarded
• Bachelors Degree or relevant qualifications required
• Experience with Financial Planning software; XPLAN preferred
• Excellent communication skills are required
• Must have strong verbal and written communication

Please apply if you have the relevant experience or email [email protected] your CV for a confidential discussion.