Job Description
A leading financial services firm with a legacy spanning nearly a century, is seeking a Junior Financial Advisor to join their team. This business focuses on helping professionals, business owners, and families grow and protect their wealth. Their approach is centred on investment-led financial planning , supported by a team of highly qualified advisors with expertise in retirement planning, estate structuring, risk management, and offshore investment strategies.
Responsibilities
- Researching advice-related matters with financial advisors to be utilised in client reports /record of advice
- Working closely with our financial advisors and administration manager to draft Records of Advice documents
- Assisting with compliance duties on behalf of the practice
- Assisting in managing the client review process for financial advisors
- Checking the accuracy of policy schedules and other reports prepared by the administration...