At a Glance
- Tasks: Support clients and advisers in paraplanning and client service roles.
- Company: Join HLB Wealth Management, a leading independent wealth advisory firm.
- Benefits: Enjoy personal and career growth in a dynamic working environment.
- Other info: Work with a global network while enjoying the lifestyle of the Illawarra.
- Why this job: Be part of an innovative team delivering holistic advice to clients.
- Qualifications: Senior paraplanning experience and exceptional communication skills required.
The predicted salary is between 62100 - 75900 $ per year.
HLB Wealth Management (Wollongong) is a leading independent wealth advisory firm, with clients positioned locally, in Sydney, nationally and internationally being part of the HLB Mann Judd network which is an international Australasian accounting association. At HLB Mann Judd (Wollongong), we offer the combined benefits of being a mid-tier professional services firm with extensive networking, learning and career opportunities all while being located in the Illawarra giving that lifestyle opportunity with proximity to Sydney. HLB Wealth Management (Wollongong) holds its own AFSL License and has a unique service offering, including a private wealth division, servicing both retail and wholesale clients to high net wealth clients and family offices.
About the role
This role will require you to support our clients and advisers in a paraplanning and client service role within our business, which includes:
- Assisting the team in preparing for client meeting presentations
- Assistance with the implementation of SOA/ROAs and coordinating the advice documentation process, including transacting on client portfolios and maintenance of client files
- Assisting advisors in client meetings (face to face and online)
- All aspects of customer service with both clients and intermediaries
- Working within a team and for management on key projects and initiatives
The Successful candidate
We are seeking a motivated individual who:
- Has previous experience in Paraplanning at a senior level (essential)
- Experience using XPLAN (preferred)
- Displays exceptional communication skills, professional presentation and a passion for advice, quality, accuracy and timelines
- Possesses a high attention to detail and the ability to work well both in a team and individually
The Benefits of working with us
- Gaining the opportunity to be part of a team that is innovative in how we deliver holistic advice to our clients
- The opportunity for personal and career growth
- Dynamic working environment
- Our network of offices around Australia and the world allow us to offer a personal service to clients regardless of where they are
Senior Administrative Assistant employer: HLB International
HLB Mann Judd is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation across its Australasian network. With over 50 years of experience and recognition as a top accounting firm, employees benefit from strategic leadership opportunities, professional development programs, and a commitment to employee engagement and retention. This part-time Director of People & Culture role not only allows for flexible working arrangements but also provides the chance to influence meaningful change in a supportive environment dedicated to helping both clients and staff succeed.
