AddressOur client is a growing wealth manager who is currently looking for an Associate role to join their collaborative and dynamic team. The main purpose of this role is to support advisers and manage client queries and needs liaising with third-party providers and external advisers.
Key Responsibilities:
#SCR-Fiona-Lu
Key Responsibilities:
- Collaborate with advisers on client and account management and supporting other administrative tasks;
- Participate in client meetings with Financial Advisers;
- Improve internal process sheets for an orderly client management system;
- Coordinate fund transfers, investment applications and redemptions through platforms including Netwealth, IRESS, and monitoring records in Kaplan;
- Update regulatory documents such as Investor Certificates, Fee Disclosure Statements and Renewal Notices; AND
- Support and learn from Senior Financial Advisers;
- Bachelor’s degree in Financial Planning or FASEA-approved course;
- Experience working as a paraplanner, or associate adviser ideally;
- Go-getter with a passion for financial planning, who is looking to develop their financial planning career long term;
- Strong advice strategy knowledge, including insurance;
- Excellent verbal and written communication skills;
- Solid ability to build a strong rapport with clients; AND
- Demonstrated experience with XPLAN software highly regarded.
#SCR-Fiona-Lu
Reference number: 1480288
Company: Kaizen Recruitment
Date posted: 8th Mar, 2024
