Job Description
Your role will involve researching, developing and implementing investment strategies for 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
