Financial Adviser Assistant

Zanetti Recruitment

An individual who loves managing client relationships & non-advice affair. Work closely with advisers & HNW clients within an experienced team.

  • Join a business with a strong professional standing
  • Support advisers in the management of clients
  • Work across superannuation, investments & debt management
The Company and Role
A professional CBD self licensed financial advisory firm specialises in strategic advice to owners of small/medium sized businesses and professionals.  They take a collaborative project management approach where the team works together to provide long term direction and support for clients.  The scope of their advice is diverse and considers all aspects of client affairs from structuring to tax, investment and debt.  Even though they're highly experienced technically, they have a strong focus on building excellent relationships.  

In this role, your responsibilities will include:
  • Prepare required information for client meetings
  • Assist with the preparation of Statement of Advices
  • Engage with client to respond to queries
  • Provide research and information to the advisers
  • Maintain and ensure compliance requirements are met
  • Attend client meetings, fulfil action items and meeting outcomes
  • Liaise with third parties in relation to client matters
  • Manage incoming and outgoing client correspondence
About you
The Financial Planning Assistant is a key member of the team and works closely with the advisers to achieve successful client outcomes. This is a tremendous opportunity for a smart driven individual who wants to develop their career.  You will have the following exposure and attributes.
  • Existing financial services experience
  • Strong attention to detail
  • Professional manner and positive attitude
  • Excellent verbal and written communication skills
  • Strong understanding of superannuation 
  • RG146 compliance preferred but not essential
  • An interest and desire to develop and learn
If you wish to be part of this fantastic opportunity please click on APPLY. Alternatively, if you have any questions, please call Ben MacKenzie on 0400302396