Client Relationship Manager


An excellent opportunity has arisen for an Adviser Assistant or Paraplanner to join a growing Financial Advice firm. They are seeking a driven individual with a passion for growth or someone who enjoys the back office support work with experience supporting an Adviser.

This role is a rare opportunity to learn and develop your career as you are able to learn from fellow high performing advisers within a tight knit team. There are many development opportunities that support your long-term goals, whether it is becoming a senior paraplanner, adviser or growing in the financial industry.

The Role:

  • Sit in with advisers in client meetings and assist with fact-finds
  • Manage the workflow of the implementation of Statement of Advice
  • Review SoA documents ensuring they comply with regulatory standards
  • Provide support to Senior advisers - diary management
  • Research products, strategies and technical issues to ensure knowledge is kept current
  • Review PDS documentation
  • Deep understanding of risk and compliance in relation to investments, insurance, superannuation both simple and complex strategies
  • Management of client portfolios
  • Work with advisers to develop quality advice for clients

You Will Need:

  • XPLAN experience is desirable
  • Over 2+ years experience working in a Financial Advice practice.
  • Must be degree qualified
  • High communication skills and analytical mindset to think outside the square

Benefits:

  • Work from home part of the week
  • Parking space available
  • Tight knit team with opportunity for development

For a confidential discussion please call Fiona Lu on 02 8267 2492, email Fiona.lu@porterallen.com.au or click on the apply button below.