Advice Coach

Company Overview 

Wealth management business undergoing positive chance and growth.

Role Overview

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

Advice Coach

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