Associate financial adviser

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Seeking a Senior Client service Manager or Associate advisor to join a HNW well established private wealth Financial Planning firm.

Summary about this job

Financial Planning

Company: Keegan Adams Recruitment Pty Ltd

Location: Sydney

Work type: Full Time

Salary: [email protected]

Phone: +61-2-4614-2260

Fax: +61-3-7678-6390

E-mail: n\a

Site: n\a

Detail information about job Associate financial adviser. Terms and conditions vacancy

Keegan Adams are partnering with a HNW boutique wealth management firm. Established over 30 years ago with an extremely solid and HNW client base they pride themselves on providing sophisticated Investment advice and strategic planning opportunities for individuals, SMSFs and corporate clients.

This role involves investment portfolio reviews, holistic strategic reviews, some client management as well as involvement in their asset allocation and investment committees.

The role is extremely varied as it is a small business. You will be supporting extremely experienced Senior financial Advisers directly.

The ideal Candidate will have the following skills and Experience:

Experience writing tailored statement of advice documents
A Paraplanning background would be ideal
Xplan experience
Intermediate level of experience in the use of Microsoft Office
Excellent communication both written and verbal
Highly organised with strong administration and time management skills

If you are interested in finding out more about the role please apply with your cover letter and Resume or alternatively for a confidential discussion please contact Rosie Keegan on 02 9216 6728.

I look forward to hearing from you.

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