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This range is provided by CANDOR Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$85,000.00/yr - A$100,000.00/yr
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Director | Recruitment | Wealth Management | Accounting & Financial Services
About the Company:
Our client is a large established investment management firm with a national presence. They specialise on high-net-worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.
For the last two years they have been named as one of Australia's Best Places to Work by the AFR
This is the ideal role for you if you have experience as an Adviser Assistant or Paraplanner and enjoy working with High Net Worth individuals. You will be working with top advisers in the industry.
The Role:
* Join meetings with the Advisers to meet with new clients to provide strategic and quality advice
* Work with complex advice across; structures, trusts, superannuation, SMSF, etc.
* Assist advisers with meeting preparation, research and prepare Client Portfolio Reviews
* Provide quality advice for clients on complex decisions they need to make regarding their wealth.
* 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 minimum 3 years experience in adviser support and paraplanning experience is highly regarded
* Experience working with HNWI is highly regarded
* MUST be Australian Citizen or PR.
Please apply for this role if you are interested in a confidential conversation or email anson.lam@candorrecruitment.com.au your updated resume.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative and Strategy/Planning
* Industries
Financial Services and Investment Advice
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