Investment Adviser Assistant - Career progression

Chandler Macleod
Canberra, Australian Capital Territory, Australia
Competitive Salary
Apr 10, 2021
May 11, 2021
Contract Type
Full Time
Job Details

  • Reference372072B_1617945084
  • LocationCanberra
  • Job TypeFull Time
  • Postedabout 23 hours ago
  • ConsultantAnson Lam

  • 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 or click on the apply button below.

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