Why is this the role for me?

This reputable, boutique Wealth Management firm provides holistic Investment Management and Advisory Services. They currently have a vacancy for a Senior Adviser Support Officer, who has a passion for Financial Markets, Funds Management and Wealth Management.
  
What will my day to day look like?

In this role, you will be responsible for:

• Providing comprehensive, high quality support to Advisers
• Prepare complex SOAs and ROAs based on briefing and information from Advisers and manage implementation of advice for both retail and wholesale clients
• Prepare strategy notes and client meeting pack and fully brief the adviser prior to client meetings 
• Assist Portfolio Adviser in reviewing and rebalancing current portfolio asset allocation against target and document portfolio changes
• Act as key liaison with external stakeholders including Insurance, Superannuation and Fund Management groups
• Ensure compliance throughout the preparation and delivery of all financial planning documentation and advice  
• Act as a first point of contact for all client enquiries and product or account enquiries.  

What skills and experience do I need for this role?

You have 2+ years' experience in an Adviser Support or Para planning position within a Financial Planning Firm.

You also have: 

• Tertiary/Post-graduate qualifications in Financial Planning or a related field
• RG146 qualification
• Comprehensive hands on experience with Xplan (Client Focus, XTools+ and IPS), including SOA  generation
• Advanced Word and Excel skills
• Experience dealing with HNW clients 
• Broad knowledge of the financial planning advice process, portfolio construction and implementation, financial markets, structures, entities and products
• Able to demonstrate technical and financial skills, including financial modelling and mathematical skills
• Ability to analyse and integrate information from a variety of sources and draw accurate and logical solutions
• A sound understanding of compliance issues associated with the provision of financial advice. 
• Permanent Residency or Citizenship

Sounds Great! How do I apply? 

Join this boutique Wealth Management firm and you will be mentored and trained by highly experienced leaders in the field, and given the opportunity to grow with the firm and progress your career. Apply NOW or call Holly Leroux at Succession Recruitment on Ph. 8123 1145.