Job Description
Our wealth management experts specialize in providing a range of advisory and investment services to help our clients achieve their financial objectives.
Some of the key responsibilities of the role will include;
- Assist the Advisors with managing their portfolios
- Drafting well written and comprehensive advice
- Generate complex strategies, financial modelling
- Provide end-to-end provision of advice
- Working directly with the Senior Advisors with a variety of daily duties and tasks i.e. completing client documentation, attending client meetings, constructing investment reports
- Researching, developing and implementing investment strategies for HNW clients.
- Communicating and building strong relationships with internal and external stakeholders
- Consistently following compliance and regulatory requirements
- Service existing clients within the firms service standards based on their ongoing agreement
- Develop strategies for clients that meet both the client needs and goals
- Maintain a high level of compliance to FASEA guidelines as outlined within the Professional Standards Manual
- Develop and maintain a knowledge of platforms, products and services
To be successful in this role you will require the following;
- Proven Paraplanning/Associate Advisor experience wanting to make the next step
- RG146 / ADFP Qualified
- Exceptionally ambitious and passionate about financial planning
- XPlan experience (desirable)
