This is an exceptional opportunity to join one of Melbourne¹s few truly independent and privately owned advisory business. Standing apart from its competitors, this boutique specialises in the provision of investment related CFO services to ultra high net worth families and not for profit organisations.
Operating under its own AFSL, the business and its senior team will provide you with a unique environment to learn and develop your skills. You will be exposed to leading edge investment opportunities and strategies.
This challenging and interesting role requires an enthusiastic and dedicated person looking at taking the next step in their financial planning career. With drive and commitment, the role will assume direct client responsibility quickly as the business is experiencing very strong organic growth.
This business deals largely with wholesale clients so there is no need for volume SOA¹s
Working alongside the Senior Financial Planner/ Business Owner advisor, you will be responsible for, but not limited to:
o Attending all client appointment with the Snr Financial Planner o Taking an active involvement in each client¹s day to day activities and acting as the second point of call. o Producing and maintaining meaningful and timely investment reporting using the firm¹s own proprietary reporting platform. o Assisting the business to maintain a compliant business model o Preparation of some highly complex SOA¹s and ROA¹s o Researching strategies and investment recommendations
To be considered for this position, you must have the following skills and experience:
o At least 3+ years paraplanning or equivalent experience o Relevant tertiary qualifications o Strong problem solving skills and attention to detail o Ability to work independently and under pressure o Excellent oral and written communication skills o Demonstrated ability to communicate with all people at all levels of seniority o Sound financial market knowledge and an enthusiasm to learn o Intermediate/Advanced MS Excel skills
For a confidential discussion, please contact:
Kiera Brown Principal Consultant FS Recruitment Solutions
0409 598 111 kbrown@fsrecruitmentsolutions.com.au www.fsrecruitmentsolutions.com.au
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