Attend meetings with the Senior Advisor for both new and existing clients
Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant manner
Researching and developing financial strategies for clients
Preparing ongoing strategic review documents
Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
Attending to general client queries
Maintenance and tracking client portfolios
Developing and refining administration processes.
About you:
Degree qualified in Commerce, Economics, or similar discipline
2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
Ideally come from a paraplanning or client services backgr...
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