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  • Job Security – Opportunity for Professional Growth
  • Competitive Salary on offer
  • Great Team Dynamic in a Supportive Environment

About the Employer
This innovative boutique financial advisory practice based in Perth, provides a range of wealth management and strategic advice solutions to successful families.  

About the Role:
You will be responsible for assisting Practice Principals in researching, formulating, documenting, and implementing advice recommendations for clients.

  • Professional and Dynamic Team
  • Competitive Salary
  • Supportive Working Environment
  • Long Term Career Opportunity  

Including but not limited to:

  • Financial Modelling
  • Preparing Statement of Advice/Record of Advice documents
  • Attending Client Meetings
  • Assist in preparing forms for Advice Presentation meetings
  • Keep accurate and timely records of all communications with clients
  • Workflow management

Skills and Experience:
We would love to see applications from enthusiastic and professional individuals with the following qualities:

  • Advanced Diploma of Financial Planning or Degree qualification (preferred)
  • Understands and appreciates the importance of compliance in the marketplace
  • Strong Organisation and Time Management skills
  • Identifies problems and provides practical solutions
  • Financial Planning Software experience essential (XPLAN)
  • Excellent communication skills both written and verbal
  • Confident in dealing with people

If this position sounds like you then APPLY NOW do not miss out on this opportunity!!

Please forward Cover Letter and an up-to-date copy of your CV
NOTE: only candidates that meet our client’s selection criteria will be contacted.


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