_{21st April, 2026}

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

Duties and Responsibilities

• Assistance to 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.
• Assistance to advisers with implementing client compliance requirements.
• Work in a close-knit team of senior associates and CSMs. 

Skills & Experience

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

If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269

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