AddressOur client is a personalised wealth management partner. They prioritize their clients' interests and work to achieve their financial goals.
Our client was founded by experienced and entrepreneurial investment professionals who shared a common vision: to excel in providing wealth management services by taking a new approach that addresses the inherent conflicts and biases often found in traditional wealth management firms.
Your duties will include:
To find out more about this opportunity, please don't hesitate to contact Fiona Lu at Kaizen Recruitment at 0412 123 *** or apply via the link.
Our client was founded by experienced and entrepreneurial investment professionals who shared a common vision: to excel in providing wealth management services by taking a new approach that addresses the inherent conflicts and biases often found in traditional wealth management firms.
Your duties will include:
- Prepare and review SoA's for retail clients ensuring they are compliant;
- Review ad-hoc client queries and provide updates to the adviser for comment and recommendation.
- Deliver technical support for client strategies and create Investment proposal documents for wholesale clients;
- Organise client files and documents for advisers to handle the annual reviews; AND
- Support associates and assistants with the advice implementation activities.
- At least 3-5 years experience as a financial adviser/paraplanner;
- FASEA Education completed (preferred);
- Have had previous experience as a financial adviser;
- Ideally with SMSF and direct shares experience;
- Background with providing advice to HNW clients ideally; AND
- Knowledge with product implementation experience.
To find out more about this opportunity, please don't hesitate to contact Fiona Lu at Kaizen Recruitment at 0412 123 *** or apply via the link.
#SCR-Fiona-Lu
Reference number: 1464660
Company: Kaizen Recruitment
Date posted: 24th Jan, 2024
