Job Description

Key Responsibilities:

  • Attend meetings with the Senior Advisor for both new and existing clients
  • Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant manner
  • Researching and developing financial strategies for clients
  • Preparing ongoing strategic review documents
  • Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
  • Attending to general client queries
  • Maintenance and tracking client portfolios
  • Developing and refining administration processes.

    • About you:

  • Degree qualified in Commerce, Economics, or similar discipline
  • 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
  • Ideally come from a paraplanning or client services backgr...

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