Your new company
A privately owned, Boutique firm based across ACT, Sydney and NSW South Coast regions, providing advice across their different specialist areas. The advice provided is tailored towards High net wealth individuals and families. Become a part of a well-known Advisory who is currently experiencing organic growth. 100% adviser owned.
Your new role
- The initial focus of the role will be producing quality, high net worth client appropriate, advice documents
- You will also be a support role for the advisors as well as managing client relationships.
- Overseeing and coordinating the full 360 of arranging client meetings through to lodging documents after those meetings.
- An opportunity to gain on the phone as well as face to face client experience.
- Experience in client services required - experience as a paraplanner is preferred.
- Diploma in Financial Planning
- Xplan experience is preferred.
- You need to have the ability to operate in a fast paced, agile organisation at the same time as bringing team player qualities to the table.
- You will hold strong time management skills as well as excellent attention to detail.
- Competitive salary and progression opportunities
- Be part of a fast-paced organisation experiencing organic growth, with the potential to flexibility in full time/ part time depending on your situation.
- A creative license to enhance processes in the way your role as well as the organisation operates, to become more efficient is encouraged.
- An agile organisation who are constantly looking for new ways to better optimise the experience and outcomes of our high-net-worth clients.
- The option to work full time/part time depending on their ideal candidate.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
LHS 297508 #2758882
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
