Financial Adviser Assistant - HNW Firm

Location: Canberra, Australian Capital Territory
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 211161_1616488415

An excellent opportunity has arisen for an Adviser Assistant to join a HNW Financial Planning Firm. They are seeking a motivated and driven individual with strong Adviser Support experience.

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. They support career development whether it be to grow you into an Adviser or a senior member within the business.

The Role:

  • Implementation and Preparation of Statement of Advice with XPLAN
  • 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
  • Relevant Financial Planning Degree is Desirable
  • Min 2 years experience in HNW financial planning firm
  • High communication skills and analytical mindset to think outside the square

For a confidential discussion please email anson.lam@porterallen.com.au or click on the apply button below.