The Company: Our client is an established Private Wealth Firm located in the heart of Canberra CBD. They specialise on providing advice to high-net-worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. This is the ideal role for you if have experience working in financial planning supporting financial advisers. We are open to Associates or CSM applying for this role as we do have two vacancies. We are also open to part-time candidates so this job can work with your lifestyle or family. Responsibilities: Manage a team of Client service officers and oversee workflow Draft the documentation of strategic and financial advice to clients through compliant and accurate SOAs. Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews Provide support to Financial Advisers, Advice manager & Senior Paraplanner. Ensure client relationships are maintained via high levels of service and appropriate and timely communication Prepare and process client documentation, including forms and compliance paperwork Implementation of advice and actioning recommended strategies across various platforms and products Skills & Experience: 2 years experience in financial planning Knowledge of advice implementation and compliance processes for financial services highly regarded. Experience using financial planning software; XPLAN Experience working with HNWI is highly regarded Ability to work both independently and operate well within a remote team Please apply for this role if you are interested in a confidential conversation or email candorrecruitment.com.au your resume.
