Private Wealth Advisors

Job Title: Private Wealth Advisors
Contract Type: Permanent
Location: Melbourne
Reference: WMMelb
Job Published: May 22, 2018 11:03

Job Description

The Company

Our client is currently seeking expressions of interest from seasoned paraplanners to work closely with their principal advisers in their close-knit firm, providing their high net worth clients with a premium service.

The role
The role will generally involve a need to
  • Undertake client financial health checks and fact finds
  • Assist with on-boarding activities of new clients and provide support to Financial Advisors as required
  • Liaise with product providers, accountants and solicitors
  • Preparing insurance quotes, analysis and advice
  • Assist with implementation of financial plans and statements of advice
  • Coordinate ongoing activities relating to financial plans including reviews and renewals
The Person

You will ideally present the following attributes to step straight in to this role with ease;
  • Being proactive to client enquiries, requests and needs
  • Having good attention to detail and exceptional written and verbal comprehension
  • Experience in working with a CRM Sales Force or similar
  • Immaculate presentation skills
  • Excellent time management skills
  • Confident telephone manner
This is an opportunity to progress your career into boutique wealth management firm, enabling you to develop your skills and progress with a high-profile firm, supported with long-term project forecasts and future development.

Like to know more? To submit your application, in strict confidence, please apply online using the appropriate link on this page.

Alternatively, for a confidential discussion, please contact Amrish Jusrut in our Melbourne office on 03 8637 7332

Your interest will be treated in the strictest of confidence.

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