Associate

About the business

 

EPG Wealth is an Adviser-partner owned boutique Financial planning firm looking for someone who is keen to join a dynamic growing team of young industry leaders looking to inspire and disrupt traditional industry practices.

We truly aim to disrupt the industry and challenge the traditional financial planning and wealth management models with a transparent, innovative, client-centric model, and forward-thinking culture. We are growing and need like-minded new team members to take the business to the next stage.

About the role

 In this role your duties will include but won't be limited to the below:

- Assist with annual reviews.
- Assist with financial planning strategies and investment research for clients.
- Liaise with fund managers - Vanguard, Blackrock, Magellan, etc.

- Liaise with existing and new clients
- Collate correct client information for the paraplanners.
- Arranging appointments for Adviser with existing clients.
- Implementing and assisting with statements of advice.
- Helping the Paraplanners in writing advice documents.
- Manage the establishment and ongoing administration of self-managed super funds and wrap platforms.
- Maintenance of risk reporting and monitoring of productivity, efficiency, and risk management metrics.

You will need to have a university degree - ideally in economics/finance/commerce

Experience in the industry is not necessarily a requirement however the right attitude and work ethic and fitting in with our work culture will be viewed as a big positive.

 

Benefits and perks

Remuneration and benefits will be dependent on the applicant, performance and experience.

 

Skills and experience

- Strong communication skills and ability to interact with external clients in a professional manner
- Ability to work across multiple projects and multi-task
- Ambition and grit
- Strong attention to detail - Essential and VITAL to this role.
- A sharp mind and sound organisational skills with ability to work under pressure, prioritise and escalate when needed.
- An innate drive to take ownership of tasks, following through on action items with a high degree of reliability.

Serious opportunity for career progression for the right candidate

 

 

07/09/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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