Financial Adviser Assistant - Hybrid

About the Company:

Our client is a boutique that specialises on high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients who lack strategy to plan and grow their wealth in the most effective way. You will focus on holistic advice across; investments, SMSF, superannuation, etc.

This is the ideal role for you if you have experience supporting a senior Financial Adviser and looking for work where you will focus on high quality work over quantity. Our clients are flexible with working from home 2 days per week. 

The Role:

• Timely and accurate implementation of all advice documents
• Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews
• Processing new client packs including conducting analysis on client’s superannuation/investments
• Detailed understanding of client portfolio to deliver a detailed response
• Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
• Complete adhoc tasks and work on best practice strategies

Skills & Experience:

• Must have experience in the Financial Planning Industry
• Experience working with boutique financial planning practice is highly regarded 
• Hold 2+ years experience as an Adviser Assistant
• Experience with Financial Planning software; XPLAN Preferred 

For a confidential discussion please apply for this role.