Our client, a leading provider of wealth management services in Australia, is seeking a dedicated Financial Advice Support Specialist to join their Melbourne-based team.
This is an exciting opportunity to support HNW & UHNW clients and help them protect and grow their wealth.
The successful candidate will be part of a dynamic team that values collaboration, commitment, and understanding.
This role offers the chance to work in a supportive environment that encourages growth and development.
What you'll do: Be an SMSF specialist and understand superannuation strategies.
Perform administrative tasks like financial modelling and assist in developing strategies for financial independence for HNW clients.
Play a pivotal role in writing SOAs.
Assist in managing and growing the business.
Ensure efficient workflow around giving advice.
Maintain a high level of client service.
Work proactively and meet firm deadlines.
Support the team in maintaining leadership in advice.
What you bring: Understanding of superannuation strategies, including SMSFs.
Strong knowledge of tax, structures, personal tax, super, estate planning, including understanding cashflow and debt structuring.
Knowledge of structures that apply to complex strategic advice.
Previous experience in a similar role.
What sets this company apart: Our client is one of Australia's leading providers of wealth management services, working with some of the country's most successful families, corporates, and for-purpose organisations.
They are committed to supporting talent and skills throughout careers, offering a supportive work environment that encourages growth and development.
Their focus on putting clients first has made them leaders in their field.
Apply today by clicking on the link! Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Riley Thompson on 03 8628 2142 for a confidential discussion.
Contract Type: FULL_TIME Specialism: Banking & Financial Services Focus: Private Wealth Management Industry: Financial Services Salary: Negotiable Workplace Type: Hybrid Experience Level: Associate Location: Melbourne Job Reference: 1999530/001 Date posted: 21 August 2024 Consultant: Riley Thompson #J-18808-Ljbffr
