
Investment Adviser Assistant
6 days ago
**About the Company**:
Our client is National leading investment advice firm focused on providing tailored bespoke investment advice to all clients. They are experiencing exponential growth and are looking for an experienced Investment adviser assistant with wholesale client experience to join their Brisbane office.
**The Role**:
- Timely and accurate implementation of all advice documents
- Attend client meetings with the Investment Advisers to build a genuine relationship with clients
- Buy and sell stocks, place trades, portfolio management, manage bonds, etc.
- Develop and maintain client relationships ensuring client queries are answered
- 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 experience in the Financial Planning Industry
- Strong MS Office, Excel experience
- Exposure to wholesale/family office clients is desirable
- Bechelor Degree/relevant industry accreditation is desirable
- Experience with Financial Planning software; XPLAN, COIN, etc.
- Excellent telephone manner and relationship management skills
-
Senior Investment Adviser
5 days ago
Brisbane, Queensland, Australia at Full timeAbout the role Take on a senior financial adviser role with a book of HNW clients and the scope to grow it further. Work closely with an experienced leadership team, deliver tailored investment advice, and provide a genuine hands-on service across wealth management and portfolio construction. Key responsibilitiesManage a portfolio of HNW & wholesale...
-
Adviser Assistant
4 days ago
Brisbane, Queensland, Australia Findex Full timeOverviewWe have an excellent opportunity for an Adviser Assistant to join our leading specialist Risk Insurance team. This is a permanent position, open to being based anywhere in Australia for the right candidate. This is a pivotal position where you will be the key point of contact for our team of Financial Advisers. You will work with a wide range of...
-
Adviser Assistant
4 days ago
Brisbane, Queensland, Australia Findex Full timeOverviewWe have an excellent opportunity for an Adviser Assistant to join our leading specialist Risk Insurance team. This is a permanent position, open to being based anywhere in Australia for the right candidate. This is a pivotal position where you will be the key point of contact for our team of Financial Advisers. You will work with a wide range of...
-
Adviser Assistant
4 days ago
Brisbane, Queensland, Australia Findex Full time $104,000 - $130,878 per yearSearching for an exciting, new challenge? We have an excellent opportunity for an Adviser Assistant to join our leading specialist Risk Insurance team. This is a permanent position, open to being based anywhere in Australia for the right candidate.This is a pivotal position where you will be the key point of contact for our team of Financial...
-
Associate Adviser
1 day ago
Brisbane, Queensland, Australia Perigon Group Full timeGreat career opportunity for a support level individual- CBD location with flexible working arrangements- High performance team**The Company**:Our client is a high performing group in one of Australia's largest financial services firms. They boast an impressive portfolio and are passionate about taking the team to new heights with the addition of an...
-
Property And Investment Specialist
5 days ago
Brisbane, Queensland, Australia Real Estate Investment Finance Full time**Document ID**: Refer 06.HRR.OT.00005.N_Property Investment**Revision**: 01/09/2020Highly motivated In-Home Property Specialists with an internal drive for helping peopleWe provide the following support- Contract role with uncapped commissions- Work with a dynamic & high performing award winning team- In-house finance team to assist all leads- In-house...
-
Financial Adviser
1 week ago
Brisbane, Queensland, Australia Wealth Elements Pty Ltd Full time $90,000 - $120,000 per yearFinancial AdviserLocation: Australia-wide (Work from Home – Virtual Office)Employment Type: Full-Time, FlexibleAbout the RoleWealth Elements is seeking a motivated and client-focused Financial Adviser to join our growing team in our nationwide virtual office. In this role, you will work with couples in their late 20s, 30s and 40s, helping them navigate key...
-
Head Of Investment
6 days ago
Brisbane, Queensland, Australia Davidson Group Services Full timeHead of Investment - Queensland Treasury- Exciting opportunity to lead a high-performing team with state-shaping influence- Work & negotiate with senior executives from major enterprises across multiple industries- Influential role leading a team of 60+ employeesQueensland is in an exciting time in its history and is looking towards the future. This Head of...
-
Financial Adviser
6 days ago
Brisbane, Queensland, Australia Unisuper Full time**About US**UniSuper is a place for people who want to make a difference in their work and the world. As one of Australia's largest super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members.You will be empowered to grow your career and contribute from day one in an organisation that...
-
Lead Investment Associate
3 days ago
Brisbane, Queensland, Australia beBeeInvestment Full time $160,000 - $240,000About this roleWe are seeking a skilled Senior Associate to join our Banking and Financial Services team, specialising in funds management and financial services.Assisting with the establishment and operation of investment portfolios across all asset classes, including restructuring, mergers, and closures.Advising on regulatory requirements for Australian...