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Attend meetings with the Senior Advisor for both new and existing clients Assist the Senior Advisors in the preparation of high level strategic SoA’s in a timely, professional and compliant manner Researching and developing financial strategies for clients Preparing ongoing strategic review documents Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption Attending to general client queries Maintenance and tracking client portfolios Developing and refining administration processes. Degree qualified in Commerce, Economics, or similar discipline 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable Ideally come from a paraplanning or client services backgr...
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