Our client was established in 2014 to provide a personalised wealth management experience to people within the ACT, Sydney and NSW South Coast regions. They specialise in providing a service to affluent, high net wealth and high net income individuals and families and are 100% adviser owned.
Your new role
The primary role will be to produce quality, client friendly, advice documents in a timely and efficient manner . The successful applicant will require strong attention to detail.
You will also provide a support role for the advisers in managing client relationships . You will speak with and deal with clients for administrative matters, whilst also overseeing the preparation for client meetings and lodging documents off the back of meetings . As a young business, we will all need to roll up our sleeves at times to answer phone calls and greet clients at reception.
What you'll need to succeed
Our client is looking for someone who is passionate about building a career in financial planning and will be here to support, mentor and invest in you . They are seeking someone who aspires to be the best they can be, who wants to be part of something great and something that will be meaningful.
- If you are already working in a financial planning business this will be an advantage, however not a must .
- Experience working as a paraplanner will be preferred, however not a must .
- You have completed or are presently completing studies in Financial Planning or a related field.
- You need to have excellent oral and written communication skills.
- You need to be able to operate in a highly professional business who deal with affluent, high net wealth and high net income individuals and families.
- You must be a team player.
- You need excellent computer skills . Xplan experience is preferred.
You will be provided with responsibility and will need to operate with autonomy within a supportive and dynamic culture, along with a salary range of $65K - $85K + employer super depending on experience.
Our client values curiosity and needs someone who is innovative and creative so they can continually seek improvement in their role and ways of working.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV . I f this job isn't quite right for you but you are looking for a new position, please contact Andrew Green at Hays on 02 6112 761 or andrew.green@hays.com.au to arrange a confidential discussion on your career.
LHS 297508 #2755290
About us
At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.
Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.
Looking for the right role for you?
At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.
Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.
Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.
Take the next step at hays.com.au
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