Paraplanner / Client Relationship Manager

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$60000.00 - AU$70000.00 per annum
REF: BBBH224356_1532656325

The client:

A large financial advisory firm with over 30 advisers in the Melbourne office and a prime location in Melbourne's CBD currently seeks a paraplanner to support two senior advisers. These advisers deal solely with HNW clients meaning that you will be exposed to only the most complex strategies.

The company have a friendly culture and a proven track record of promoting from within. In the past year they have moved four paraplanners into advising roles. They are dedicated towards providing their staff the highest quality training and development and the management team offer support and guidance while still allowing you to work autonomously.

This role has come about due to an internal promotion. Hence, they have an immediate need.

The Role:

  • Write and prepare ROAs and SOAs across all strategies.
  • Provide technical and compliance support to a small group of senior advisers.
  • Partner with senior advisers as you attend client meetings to discuss their needs. All clients will be HNW.
  • Be the first point of contact for all client queries.
  • Ensure the accurate reporting of all client portfolios.
  • Provide in depth research of strategies.

The Candidate:

Successful candidates must have:

  • Previous experience in a paraplanning role or client relationship management role.
  • A strong working knowledge of multiple strategies including: SMSF, insurance and investments.
  • A mature and motivated attitude.
  • An organised manner and the ability to prioritise your work.
  • A friendly and enthusiastic personality.

If you would like to apply for the role, please do so ASAP and I will respond with feedback to all applications as quickly as possible.

Julian Soames
Principle Consultant - Banking and Financial Services