Senior Paraplanner / Associate Adviser – HNW Clients

Company Overview

An exclusive private client wealth manager with high-end offices based in Melbourne CBD. Our client is renowned for their fantastic corporate culture and a strong focus on their people.  Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.
 
Role Overview

Supporting the Private Wealth Management team, the incumbent will be responsible for supporting a team of Private Client Adviser’s 
  
      • Assist with on boarding of new clients
      • Assist in the development of complex strategies
      • Assisting Advisers with portfolio and cash flow modeling
  
Skills and Experience

  • 2 years + Paraplanning experience 
  • Good understanding of the advice process and experience within superannuation or a financial planning practice
  • Experience in a customer focused environment
  • Positive can do attitude, proactive, enthusiastic with a strong work ethic

What’s On Offer?
  
This is a rare opportunity with a highly respected private management firm to take on an autonomous role that has a positive work-life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.
 
Click on the APPLY button or contact Steve Kelly on 03 9602 9860

Senior Paraplanner / Associate Adviser - HNW Clients

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