_{22nd April, 2025}

You will be a key player in assisting advisers in helping them continue to build their relationships with a range of HNW clients. 

Duties and Responsibilities

• Assistance to a team of senior advisers in implementing client strategies and portfolio recommendations.
• Following up action items concluded from client meetings.
• Producing standard and tailored client correspondence.
• Preparation of research and required documentation for client meetings.

• Exceptional written and verbal communication skills
• Excellent knowledge of the financial planning industry
• Experience with financial planning software
• Experience writing SoAs and RoAs 
• Broad knowledge of financial planning concepts, legislation and regulations
• 2 - 3 years previous experience