Job Role:
Wealth management specialists provide ongoing support and high-quality assistance to financial advisors and partners.
The role entails participating in client meetings, coordinating documentation, and overseeing the preparation of annual review and new business plans.
This includes insurance needs analysis, workflow management, and client record maintenance as key responsibilities.
A successful candidate will possess a FASEA-approved education pathway, at least two years' experience in paraplanning or related financial services experience, and strong communication and attention to detail skills.
Experience with Xplan is beneficial. A flexible work environment, attractive salary package, career growth opportunities, and study support are offered.