Wealth management business undergoing positive chance and growth.
Working as part of a team in a particularly varied role supporting the Head of Advice in all aspects of advice support delivery. This includes compliance, audit, vetting, on-boarding advisers, policy, process and assisting with new project roll out. The role will also eventually involve direct adviser coaching in terms of process etc.
Skills & Experience
- About 5 years plus experience in a comparable technical, back office adviser support role (paraplanning, policy, compliance or vetting etc)
- Some remediation experience would be useful (the role will involve remediating 1 adviser)
- Degree qualified and ADFS
- Strong communication skills
- Ability to apply technical skills in a very varied role
If you are interested in this role please apply using the link below or contact Alison Loader on 02 9240 6360