_{11th June, 2021}

About the company
Our client is independently owned financial services firm providing investment and financial planning advice to high net-worth individuals and families. Their continued organic growth has resulted from existing client referrals. The team consists of 25 people who are professional, hard-working and friendly. 

About the role
This is a permanent full-time position. You will be working alongside a team of experienced financial planning professionals and your key duties will include:

• Prepare investment reviews
• Implementation of investment advice
• Updating client data on Xplan
• Portfolio administration
• Liaising with internal and external stakeholders. 

Skills & experience

• Experience working in a financial planning admin position
• Attention to detail
• Well presented with exceptional communication skills
• Strong excel skills
• Xplan knowledge and experience (preferred)
• Praemium knowledge and experience (preferred).

Culture

• Friendly, collaborative and vibrant team environment
• Professional, fast paced and collaborative.

Benefits

• Be a part of a growing investment focused private wealth firm
• Join a family-like business who place their clients first.

How to apply
If you are interested in learning more about this position, please apply via the link provided.

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