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Financial Adviser assistant - Career progression

Job Title: Financial Adviser assistant - Career progression
Contract Type: Permanent
Location: Griffith, Australian Capital Territory
Industry:
Salary: Negotiable
Start Date: ASAP
Reference: 207214_1607655697
Contact Name: Anson lam
Contact Email: Fiona.Lu@peoplebank.com.au
Job Published: December 11, 2020 14:01

Job Description

An excellent opportunity has arisen for a client service officer to join a growing boutique financial planning firm. They are seeking a motivated and driven individual with strong research experience on superannuation and pension products.

This role is a rare opportunity to learn and develop your career as you are able to learn from fellow high performing advisers within a tight knit team. There are many development opportunities that support your long-term goals, whether it is becoming a senior paraplanner, adviser or growing in the financial industry.

The Role:

  • Implementation of Statement of Advice
  • Attend client meetings and assist with fact-finds
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Maintain continuing education requirements
  • Review PDS documentation
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Management of client portfolios
  • Engage in development and training programs
  • Work with advisers to develop quality advice for clients

You Will Need:

  • MUST have solid experience with XPlan
  • Must be degree qualified
  • Min 1 year experience in Financial Advice Firm
  • High communication skills and analytical mindset to think outside the square

For a confidential discussion please call Fiona Lu on 02 8267 2492, email Fiona.lu@porterallen.com.au or click on the apply button below.