Investment Adviser Assistant - Career Progression. - Canberra

Company: Confidential
Your Application: You have not applied yet
Location: Canberra, Australia
JOB DESCRIPTION

About the Company

Our client is National leading investment advice firm focused on providing tailored investment advice to all clients.hey are experiencing exponential growth and are looking for an experienced Adviser Assistant to join their team.p>

The role is to provide quality support to an investment advisers.he ideal candidate will have completed relevant education requirements DFP or ADFP and experience placing tradies, portfolio management, buy and sell stocks, bonds, etc.his will be the ideal role for a candidate looking to grow into an adviser in the next 3 years./p>

The Role

Timely and accurate implementation of all advice documents
Attend client meetings with the Investment Advisers to build a genuine relationship with clients
Buy and sell stocks, place trades, portfolio management, manage bonds, etc.br>Develop and maintain client relationships ensuring client queries are
answered
Detailed understanding of client portfolio to deliver a detailed response
Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
Complete adhoc tasks and work on best strategies

Skills & Experience

Must have experience in the Financial Planning Industry
ADFP or DFP qualified with a degree
Ambition to grow into an Adviser in the next 2-3 years.br>Experience with Financial Planning software ; XPLAN, COIN, etc.r>Excellent telephone manner and relationship management skills

For a confidential discussion please Please apply through this site.nson.mchandlermacleod or on the apply button below.p>




JOB TYPE
Work Day: Full Time
Employment type: Permanent Job
Salary: Negotiable


JOB REQUIREMENTS
Minimal experience: No experience



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