Wealth Management / Stockbroking / Financial Planning Support

Fitzgerald Jenkins Recruitment

We are working with a number of Market Leading Wealth Management, Fin. Planning & Stockbroking companies who seeking driven and motivated individuals.

  • Top Tier Clients
  • Excellent Career Opportunities
  • Wealth Management / Stockbroking / Financial Planning
We are working with a number of Market Leading Wealth Management, Financial Planning & Stockbroking companies who seeking driven and motivated individuals to join their growing businesses. 

These roles are excellent opportunities for the individual to build their Financial Markets knowledge while also supporting a team of Investment Advisers & their clients.
  
The roles will include the following responsibilities:
  • Market related tasks; providing accurate market information and stock research to clients, share trading and keeping up with market sensitive news
  • Assist Investment Advisers in the development, preparation and implementation of financial advice, client reviews and investment proposals
  • Executing client market orders
  • Maintenance of client CRM and client files
  • Proactively executing administrative tasks for clients and Advisers
  • Assisting with client settlements and corporate actions
  • Liaise with the Operations team to coordinate cash and stock transfers and corporate actions
  • Be mentored by senior members of the Investment Advisory Team, and develop the knowledge and skills required to transition into the developing Investment Adviser / Associate Adviser roles
To be considered for this role you will:
  • RG146 compliant is desirable
  • Have a University Degree in Business / Commerce / other finance related
  • Highly motivated and self-directed
  • Strong relationship management skills and ability to build internal and external stakeholder networks  
If you are interested in applying for this role please hit 'apply'.  For more information please call Tom Price on 02 9226 4482.