Financial Planning Assistant

1 day ago

Perth, Australia Embodied Full time

An exciting opportunity to join the Financial Planning division of this highly respected firm renown for delivering superior financial advice to high net worth individuals, and Directors of small and medium enterprises.

With an enviable reputation in the industry, they continue to grow their market share through strong relationship and ensuring their clients ongoing success.

Seeking to appoint a Financial Planning Assistant to join their team, duties will include:

- Preparing review reports for the Partner to present at client meetings, including both investments and wealth protection
- Assisting with preparation and implementation of Statements of Advice (SOA’s) and Records of Advice (ROA’s)
- Assisting with the management of ongoing client relations
- Liaising with fund managers, platform providers and insurers as necessary
- Assisting management with adhoc duties and collation of reports and documents

To be successful in this role you must have an interest in financial planning, have exceptional attention to detail and strong interpersonal skills. Your ability to work collaboratively as well as independently is essential coupled with self-motivation and pride in the work you produce.

Offering a flexible working environment, which includes flexible start and finish times, they are committed to comprehensive “on the job” training including professional development sessions.

To register your interest please send your resume to Heidi Gamble via the link provided.

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