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Associate - Wealth Management
2 months ago
Growing wealth management firm
- Collaborative culture | Part time position
- Flexible WFH arrangements | Brisbane CBD
**About the role**
Our client is a growing wealth manager that is currently looking for an Associate role to join their collaborative and dynamic team. The main purpose of this role is to support advisers and manage client queries and needs liaising with third party providers and external advisers.
**Key Responsibilities**
- Collaborate with advisers on client and account management and supporting other administrative tasks;
- Participate in client meetings with Financial Advisers;
- Improve internal process sheets for an orderly client management system;
- Update regulatory documents such as Investor Certificates, Fee Disclosure Statements and Renewal Notices; AND
- Support and learn from Senior Financial Advisers;
**Skills & experience**
- Bachelor’s degree in Financial Planning or FASEA approved course;
- Experience working as a paraplanner, or associate adviser ideally;
- Go-getter with passion for financial planning, who is looking to develop their financial planning career long term;
- Strong advice strategy knowledge, including insurance;
- Excellent verbal and written communication skills;
- Solid ability to build strong rapport with clients; AND
- Demonstrated experience with XPLAN software highly regarded.
SCR-Fiona-Lu
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