Job Description
Your role will involve researching, developing and implementing investment strategies for HNW & UHNW clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.
Key duties include:
- Maintain and nurture existing client base
- Provide back up to Private Client Advisors client base when required
- Service existing clients within the firms service standards based on their ongoing agreement
- Conduct initial and fact find meetings
- Prepare client strategy and research
- Maintain communication with client throughout the process
- Build and maintain client relationships
- Provide detailed and accurate research and calculations for Advisers clients
- Develop strategies for clients that meet both the client needs and goals
- When required implementation of advice strategies on platforms
- Maintain a high level of compliance to ASIC guidelines as outlined within the Professional Standards Manual\
- Develop and maintain a knowledge of platforms, products and services
- Ensure appropriate and timely follow-up with clients
- Take ownership of tasks and follow through to completion
- Proven Paraplanning/Associate Advisor experience wanting to make the next step
- DFP Qualified and ideally ADFS qualified
- Tertiary qualifications preferred
- Xplan or COIN experience a bonus
- Solid communication skills
