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Junior Paraplanner / Client Services Manager

If you are an experienced Junior Paraplanner / Client Services Manager with a passion for Wealth Management and Funds Management, you won't want to miss this opportunity! Our client is a highly impressive boutique firm who specialise in Investment Advisory and Personal Financial Advice dealing with HNW clients. 
About the role:   

  • 40% of the role will involve SoA preparation, 40% of the role will involve annual reviews and the remainder 20% will be general business (ringing fund managers, troubleshooting, CSM work etc)
  • Operational support to the Principal Advisor and implementation of advice
  • Day to day operational functions in client service and management of client's portfolio including portfolio valuations. 
  • Timely cash and stock reconciliation and client reporting
  • Database management (XPlan and IPS)
  • Stock Transfer, Corporate Actions, Trade Execution and Cash Payment functions
  • Assist in client on-boarding and ensure compliance in all areas
  • Ongoing portfolio administration support and reconcile movement of accounts 
About you:

  • Proven experience in Portfolio/Client Services and/or Wealth Management involving investments, dividends and managed funds ideally.
  • Strong client service focus is a must with a "Can Do" attitude
  • Knowledge of investments, structures, entities, products and financial planning process
  • Exceptional accuracy and attention to detail  
  • Xplan Experience essential 
  • Strong analytical and conceptual ability
  • Ability to analyse and integrate information from a variety of sources and draw accurate and logical solutions 
  • Tertiary or post-graduate in related Commerce or Finance (mandatory)
  • Someone who can think outside the box
  • Previously worked in a boutique financial planning firm and can problem solve.
Please click the "APPLY" button to forward a copy of your resume for immediate review or alternatively for a confidential discussion about this role or any other roles within the Wealth Management space, please contact Harry Cooper from Ensure Recruitment on 0404 854 737.

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