About the Company:
Our client is a leading wealth and investment advice firm that prides themselves on their work life balance initiatives and trust they put in their employees. They specialise in giving bespoke and holistic advice to their clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe.
They are looking for a Client Service Manager / Adviser Assistant to join their office in the Inner West office with the opportunity to work from home part of the week and work around your schedule. This role will be managing a team and you will have the opportunity to make this role your own.
The Role:
Timely and accurate implementation of all advice documents
Manage and lead a team
Prepare Client Portfolio Reviews
Generate and distribute strategy strategy documents to clients
Execution of share trades via broker and wrap platforms
Develop and maintain client relationships ensuring client queries are answered
Processing current client packs including conducting analysis on client's superannuation/investments
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
Hold 3+ years experience as an Adviser Assistant
Experience with Financial Planning software; XPLAN
Excellent telephone manner and relationship management skills