Advice Support - Boutique CBD Firm

Provide Quality Service to High Net Worth Clients, Varied Role with Real Responsibility to Learn and Grow, Brisbane CBD Location, Financial District.

The Business

MISSO Wealth Management is a leading wealth management practice located in the Brisbane CBD financial district.  We are a professional firm who has been focused on providing quality fee for advice service to high net worth clients for many years.   Our culture is driven by clearly defined values where individuals are encouraged to continuously learn and grow as a result of delivering high quality client outcomes.

 

The Role

We are seeking an accounting and/or finance professional (may currently be working in a business services tax or accounting firm or already in financial advice) with 1 3 years of experience.  You will have the opportunity to grow your career working with a highly experienced team of professionals who hold CFP, Masters of Finance and Chartered Accounting qualifications.

You need to have performed well academically and be self-motivated with a strong desire to undertake a career in the wealth management industry. Your main responsibilities will include:

  • developing and tailoring personalised financial advice for clients
  • preparing written advice for clients including technical strategies, financial analysis and modelling utilising XPLAN software
  • assisting with implementation and project management of client advice
  • data collection and entry; and
  • general administrative functions as required to serve our clients.

 

Your Skills & Experience

To meet our client expectations, it will be important you have:

  • exceptional organisation skills and a drive to get things done;
  • effective written and verbal communication skills;
  • a passion for accuracy and attention to detail;
  • well-developed interpersonal skills and enjoy working closely with other team members;  
  • excellent keyboard and Microsoft Office skills; and
  • XPLAN or similar financial software experience will be beneficial, but not essential.

There is an expectation you will continue financial planning studies which will be supported in addition to a market-based salary.

 

Applications MUST be made directly to MISSO Wealth

Our dynamic team, growing practice and friendly and supportive working environment will provide opportunities for advancement.  

If the prospect of working in a professional advisory business which specialises in helping clients maintain all aspects of their finances excites you, we invite you to apply.

14/09/2020 $0 Brisbane 1 Banking & Financial Services
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