Private Client Associate

BlueRock Private Wealth are specialists in creating wealth through their unique goal-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

About the role

Collaborate with our thriving wealth team in a role dedicated to delivering an exceptional client experience. This role is the perfect opportunity for a confident and driven individual who isn't afraid to take charge and use their initiative to get things done.

What you’ll be doing
-Working with our advisory team to provide support with the implementation of advice, and maintenance of our client's ongoing programs
-Overseeing and directly managing client files and communication via XPLAN and HubSpot
-Liaising with product providers for lodgment of applications, amendments and cancellations of policies
-Working with the advice team to maintain accountability for client objectives and ensuring that compliance is upheld
-Proactively engaging in processes improvement

Skills and experience

We want to hear from people who have:

A degree in Financial Planning or Finance/Economics or equivalent work experience
A strong understanding of MS Office, particularly excel
A passion for wealth management and professional services