- Assist in the preparation of Advice documents, including SoA's
- Prepare cash flow models, performance analysis and portfolio progress against target objectives
- Plan for, attend and contribute to client meetings with the Adviser
- Complete file notes and maintain client records
- Act as a point of contact for client and third-party queries
- Liaise with Accountants, Estate Planning Lawyers and other professionals
- Undertake peer review of SoA's and portfolio reviews etc
- Assist in the implementation of Advice
- Manage workflow of client work
- Oversee daily trades
- Involvement in Compliance, Technical and Investment Committees
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Associate Advisor - Melbourne, Australia - Recruitly
Description
The FirmThis private, independently owned Financial Planning firm provides bespoke and strategic wealth management and investment advice to long-term, high net worth clients. Located in lovely professional offices in the heart of South Yarra, this close knit team is delightful, highly professional, very cohesive and supportive of one another, with a combined goal of delivering excellent service to their clients. This is a stable, friendly and very flexible work environment where you'll be given the opportunity to fully develop your expertise, grow your career and build lasting relationships with high-end clients.
The Role
As the Associate Adviser, you'll work closely with Senior Advisors to provide ongoing, high quality client service. You'll play a key role in coordinating client workflow, delegating to the CSA team for administrative support and shadowing Advisers for leadership and strategy. Attend and contribute to meetings, liaise with stakeholders, build key relationships and assist with strategy and investment planning etc.
We're looking for someone with formal qualifications in Financial Advice, having successfully completed the FASEA adviser exam, and RG146 compliance. You'll need to have at least 3 years experience within the financial services industry and a working knowledge of investments, superannuation, estate planning and compliance etc. You'll also be comfortable communicating at a senior level to develop and nurture relationships with both your clients, fellow staff members and other key stakeholders.
If this sounds like you and you're keen to build your career within a reputable and trusted wealth management firm, we'd love to hear from you... please forward your resume asap
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