Assistant Advisor

EBR Ever Better Recruitment; Sydney; On-site; AUD 70,000 - 100,000; Full time

Job summary

EBR Ever Better Recruitment in Paddington, NSW, is seeking a proactive financial planning assistant to support Senior Advisors and clients. The role covers attending meetings, preparing high level strategic Statements of Advice (SoA), researching strategies and implementing recommendations.

You'll handle client queries, maintain portfolios, and help streamline administration. The ideal candidate holds a commerce/economics degree and 2+ years in financial planning or related fields, with strong

Qualifications

• Degree in Commerce, Economics, or similar.
• 2+ years' experience in financial planning/advice, superannuation or accounting preferred.
• Paraplanning or client services background preferred.
• Exceptional client service focus and communication skills.
• Strong Word, Excel and Xplan skills.

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.

Skills

Paraplanning

Client services

Financial planning

Excel

Word

Education

Commerce or Economics degree

Tools

Xplan

Excel

Word

Job description

EBR Ever Better Recruitment – Paddington NSW

Full time

18h ago , from EBR Ever Better Recruitment

• 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 background
• Exceptional client service focus
• Excellent written and verbal communication skills
• Good lateral thinking and problem-solving skills
• Strong Word, Excel and Xplan skills

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 background
• Exceptional client service focus
• Excellent written and verbal communication skills
• Good lateral thinking and problem-solving skills
• Strong Word, Excel and Xplan skills