About the company
This highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of wholesale and High Net Worth clients. Due to recent growth, they are looking for a Strategic Paraplanner/Associate Advisor to join their team.
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About the role
In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their High Net Worth and wholesale clients. Your responsibilities will include but won’t be limited to administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service officer looking for career development and high net worth client exposure.
Demonstrated skills
- Extensive experience working as a Client Service Manager in Financial Advice
- Ability to build strong relationships with HNW and wholesale clients
- Great understanding of compliance frameworks in the advice industry
Benefits
- Very attractive salary package
- Opportunity to work in an independent advice business
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
