AddressThey are currently experiencing growth and looking for a Business/Commerce/ any related degree to join their team. This is an ideal role for you if you have a strong passion for the investments world and looking to help individuals reach their financial goals and secure a strong financial future.
This role is for you if you are driven and looking to grow your career within the investments space and work with highly regarded individuals in the investment world.
About the role:
Your responsibilities will include;
- Building relationships to support the advisers in delivering financial advice to clients
- Support senior advisers in researching investment opportunities, analysing market trends, and evaluating investment products and strategies.
- Develop the skills to provide comprehensive financial analysis, including cashflow projections, retirement planning, investment analysis, and risk assessments.
- Working with clients and institutions to gather information and implement recommendations
- Assisting with client investment reporting
- Lodgement of ad hoc forms, applications and paperwork
- Assist with the implementation of Statement of Advice and Record of Advice
- Contributing to maintaining our high compliance standard
- Performing general administrative duties related to servicing the clients
- Bachelor of Commerce or related degree as a minimum
- Excellent communication skills – you must be comfortable speaking to clients & colleagues
- Must have strong experience with Excel; ability to manipulate data, produce reports and create new reports
- Must have a passion for investments
- Strong organisational and administrative skills
- Strong focus on training, support and personal/professional development
- Direct contact with clients and professional network
Please only Apply if you have relevant experience and a passion for investments.
