Client-Centric Financial Planning Assistant

EBR Ever Better Recruitment

Sydney

In loco

AUD 70.000 - 100.000

Tempo pieno

5 giorni fa

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Descrizione del lavoro

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

Competenze

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.

Mansioni

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.