Job Opportunity
As a key member of our financial services team, you will have the opportunity to work with clients in a highly personalised and strategic approach to wealth management.
Key Responsibilities
* Participate in client meetings alongside senior advisers/partners to provide expert advice.
* Develop and implement tailored financial strategies in collaboration with offshore teams.
* Ensure high-quality outcomes by managing client implementation processes accurately and efficiently.
* Maintain strong client relationships by providing exceptional service experience.
* Support advisers with research, modelling, and file preparation as needed.
About You
* At least 2 years of experience in a CRM, Associate Adviser or paraplanning role within financial advice.
* Completed or currently completing FASEA educational requirements.
* Strong understanding of financial advice processes, including strategy development and implementation.
* Excellent communication skills and a client-centric mindset.
* A team player who thrives in a collaborative and professional environment.