This boutique holistic wealth management firm focuses on strategic advice for a variety of clients, and has been established for over 20 years.
They have a very dynamic and stylish office environment and state of the art technology to make employees lives much easier! The also offer flexible work hours, and the opporunity to work from home 1-2 days per week.
Unlike some financial planning businesses, this boutique provides a true fee for service advice model and are very "high touch" with their clients, contacting or meeting them regularly
The purpose of the position is to provide professional and proactive support to the Paraplanners and Advisors, to enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.
This role is very diverse, some of your key responsibilities will include, but not be limited to:
Maintain up to date PDFs and Fact Sheet PDF Research for all APL investments
Initiate and confirm Preparation and submission of all investment trades
Search and confirm details for clients via third party authority data collection to ensure information in Xplan is accurate for new and existing clients
Ensure client files and Xplan profiles are kept up to date, and data in Xplan is up to date in preparation for client Regular Planning Meetings
Preparation of Wealth Management Review reports to be presented to clients in their Regular Planning Meetings
Initially, the preparation of Records of Advice, over time to include the preparation of Statements of Advice
Implementation of Statements and Records of Advice for New and existing Clients