About the Company:
Our client is a large established investment management firm with a national presence. They specialise on providing wholesale advice to ultra- high-net-worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.

For the last two years they have been named as one of Australia’s Best Places to Work by the AFR!

This is the ideal role for you if you enjoy supporting advisers and working with High Net Worth individuals. You will focus on high quality work over quantity and our clients are flexible with working from home flexibility.

The Role:

• Timely and accurate implementation of all advice documents
• Liaise with clients and be the first point of contact
• Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews
• Processing new client packs including conducting analysis on client’s superannuation/investments
• Managing CRM systems
• 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
• Complete adhoc tasks and work on best practice strategies

Skills & Experience:

• 5+ years experience in the Financial Planning Industry
• Experience working with HNWI is highly regarded
• Strong verbal and written communication
• Experience with Financial Planning software
• MUST be Australian Citizen or PR.

Benefits:

• Hybrid working model
• 16 weeks paid parental leave, study and exam leave if required
• Work-life balance and flexibility, so you can work in a way that best suits you and your family.
• Two paid volunteer days to give back to your community

Please apply for this role if you are interested in a confidential conversation or email [email protected] your updated resume.