strategic adviser assistant in Sydney CBD

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job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0343270_1523584214
contact
jeremy oconnor, randstad
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job description

This financial planning firm operates under the umbrella of a leading dealer group in Australia and is known for providing outstanding financial advice to a well established and loyal client base. Their Sydney CBD office is made up of very successful Financial Planners who work in a collaborative environment to achieve great outcomes.

In this role, you will be responsible for assisting the principal Financial Planner in the office with administrative and strategic requests. Your responsibilities will include but won’t be limited to working closely with the adviser after fact find meetings to formulate accurate and compliant strategies, researching relevant products and platforms, liaising with key fund managers and providers, preparing submission documents for the paraplanning team, and managing the company’s administrative request.

This is a strategic role that will suit a Senior Client Service Manager or Paraplanner and take their role to the next level.

You will need to be DFP and ADFP compliant or studying towards. You will have a minimum of 3 years experience working in a customer service role in financial planning. You will have very good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with a very attractive salary package and the opportunity to work in a great work environment.

To apply online, please click on the appropriate link.



skills

Strategy, Financial Planning, Customer Service

qualification

DFP, ADFP

educational requirements

Associate Degree/Diploma