At a Glance
- Tasks: Assist Senior Advisors in creating strategic financial plans and client management.
- Company: Join EBR Ever Better Recruitment, a leader in financial advisory.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic team environment with a focus on exceptional client service.
- Why this job: Make a real difference in clients' financial futures while gaining valuable experience.
- Qualifications: Degree in Commerce or Economics and 2+ years in financial planning preferred.
The predicted salary is between 62100 - 75900 $ per year.
- EBR Ever Better Recruitment – Paddington NSW
- Full time
- 18h ago , from EBR Ever Better Recruitment
- Attend meetings with the Senior Advisor for both new and existing clients
- Assist the Senior Advisors in the preparation of high level strategic So A’s in a timely, professional and compliant manner
- Researching and developing financial strategies for clients
- Preparing ongoing strategic review documents
- Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
- Attending to general client queries
- Maintenance and tracking client portfolios
- Developing and refining administration processes.
About you
- Degree qualified in Commerce, Economics, or similar discipline
- 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
- Ideally come from a paraplanning or client services background
- Exceptional client service focus
- Excellent written and verbal communication skills
- Good lateral thinking and problem-solving skills
- Strong Word, Excel and Xplan skills
Key Responsibilities
- Attend meetings with the Senior Advisor for both new and existing clients
- Assist the Senior Advisors in the preparation of high level strategic So A’s in a timely, professional and compliant manner
- Researching and developing financial strategies for clients
- Preparing ongoing strategic review documents
- Implementing client recommendations, including establishing superannuation and investment funds, share portfolios and the rollover/redemption
- Attending to general client queries
- Maintenance and tracking client portfolios
- Developing and refining administration processes.
About you
- Degree qualified in Commerce, Economics, or similar discipline
- 2+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable
- Ideally come from a paraplanning or client services background
- Exceptional client service focus
- Excellent written and verbal communication skills
- Good lateral thinking and problem-solving skills
- Strong Word, Excel and Xplan skills
- #J-18808-Ljbffr
Assistant Advisor in Sydney employer: EBR Ever Better Recruitment
At EBR Ever Better Recruitment, we pride ourselves on fostering a dynamic and inclusive work culture in Brisbane, where innovation and collaboration thrive. As a DevOps/Cloud Engineer, you'll benefit from ongoing professional development opportunities, competitive remuneration, and the chance to work with cutting-edge technologies in a supportive environment that values your contributions. Join us to be part of a team that is committed to excellence and making a meaningful impact in the tech industry.
Contact Details:
EBR Ever Better Recruitment Recruitment Team
We think you need these skills to ace Assistant Advisor in Sydney
Financial Planning
Superannuation Consulting
Client Service
Strategic Analysis
Report Preparation
Research Skills
Problem-Solving Skills
