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 preferableIdeally 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
More jobs
id digital,
manager
test
Casual
In Person
Plutosoft, Sydney
Client Services Specialist
Plutosoft is a CRM and advice production platform for financial planners. As the industry’s complete, all-in-one solution, Plutosoft …
Sydney
Full time
In Person, Remote
JVA Financial Services, Sydney
Associate / Client Services
JVA Financial Services are growing! We are heading into 2023 with new opportunities, new processes and great clients …
Sydney
Full time, Part time
In Person