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Kelly Partners Private Wealth, Sydney, Australia

High growth business servicing a range of different clients providing holistic advice

About the role

Attend meetings with the Senior Advisor for both new and existing clients
Assist with SOA requests for outsourced paraplanner in a professional and compliant manner
Researching and developing financial strategies for clients
Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
Attending to general client queries
Maintenance and tracking client portfolios
Developing and refining administration processes.

Skills and experience

2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
Ideally come from a paraplanning or client services background
Exceptional client service focus
Excellent written and verbal communication skills
Good lateral thinking and problem-solving skills
Strong Word, Excel and Xplan skills