Financial Adviser Assistant
3 weeks ago
**About the Company**:
Our client is a leading financial planning and accounting firm that prides themselves on their team culture and career progression support. Our clients on providing holistic advice with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way.
They are growing their office and looking for a Client Service Manager to support the financial planner. They are open if you enjoy CSM as a career or if you are looking to progress into a Paraplanner or looking for a Professional Year.
**The Role**:
- Timely and accurate implementation of all advice documents
- Prepare Client Portfolio Reviews
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client's superannuation/investments
- Detailed understanding of client portfolio to deliver a detailed response
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Complete adhoc tasks and work on best practice strategies
**Skills & Experience**:
- Must have 12+ months experience in the Financial Planning Industry
- Experience with implementation of advice
- Experience with Financial Planning software; XPLAN
- Excellent telephone manner and relationship management skills
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