AddressWant to take your career to the next level and move on from retail clients to wholesale? Work with full strategic financial advice, but a strong focus on investment management?
This National (and very well know) Financial Planning firm is seeking an experience Associate to join their dynamic and successful team. The business has approx. 90% wholesale clients, including HNW individuals, and lots of charitable funds.
In this role you will be partnered with one particular Advisor who only had 40 ongoing advice clients who demand an incredibly high level of service. 95% of clients are wholesale
Responsibilities include:
Adviser(s) support:
- Assist Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required
- Assist with the maintenance of client records and preparation of required client advice and file notes
- Recording of file notes and being responsible for any action items from meetings
- Answer incoming phone calls and managing client queries and needs.
Liaise with any external relationships (clients, accountants, lawyers etc) as required which will include the booking of client and other meetings and proactive diary management of the Adviser
Operational support:
- Maintenance and updating of regulatory documents including Investor Certificates, Fee Disclosure Statements and Renewal Notices.
- Manage funds transfers, investment applications and redemptions using various platforms
Improvements and efficiencies:
- Developing and maintaining any internal process documents and worksheets to streamline business processes and to improve client management
- Maintain and update own workflows and list of recurring tasks with guidance from the Adviser and proactively seek/undertake new work/tasks for the benefit of the team
- Contribute to the achievement of revenue, funds under management and other goals relevant to the success of the company and the direct client relationships that you will assist with
For the right candidate, you would have the opportunity to join client meetings, attend functions, and be seen as a pivotal part of your team. However, the ideal candidate will enjoy being the second chair, or support person, and not wish to become an advisor within the next 3-5 years.
Hybrid working arrangements available post probation, with 2 days at home and flexible start times.
If you are interested in this career opportunity, please send your resume to:
Kiera Brown
Director
FS Recruitment Solutions
******@fsrecruit.com.au
0409 598***
