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May

Adviser Assistant

Chandler Macleod - Canberra, ACT

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Full Job Description
About the Company:
Our client is National leading investment advice firm focused on providing tailored investment advice to all clients. They are experiencing exponential growth and are looking for an experienced Adviser Assistant to join their team.

The role is to provide quality support to an investment advisers. The ideal candidate will have completed relevant education requirements (DFP or ADFP) and experience placing tradies, portfolio management, buy and sell stocks, bonds, etc. This will be the ideal role for a candidate looking to grow into an adviser in the next 3 years.

The Role:
Timely and accurate implementation of all advice documents
Attend client meetings with the Investment Advisers to build a genuine relationship with clients
Buy and sell stocks, place trades, portfolio management, manage bonds, etc.
Develop and maintain client relationships ensuring client queries are answered
Detailed understanding of client portfolio to deliver a detailed response
Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
Complete adhoc tasks and work on best practice strategies

Skills & Experience:
Must have experience in the Financial Planning Industry
ADFP or DFP qualified with a degree
Ambition to grow into an Adviser in the next 2-3 years.
Experience with Financial Planning software ; XPLAN, COIN, etc.
Excellent telephone manner and relationship management skills

For a confidential discussion please email anson.lam@chandlermacleod.com or click on the apply button below.