Client Associate/Junior Paraplanner
We are currently seeking highly motivated individuals with experience in Wealth management to join the Macquarie Private Wealth Team in Adelaide on a contract basis to start asap.
This role will involve working closely with advisers to set up Client Portfolio's and complete Investment Statements of Advice. We are flexible around working hours and can accommodate part time but full time is also available.
The responsibilities in the role will be;
- Assist with completing accurate and timely Statements of Advice (SoA's);
- Assist with technical and compliance support to advisers.
- Client Administration
- Supporting special projects
To be successful in the role you will have;
- Have a strong administrative background with experience in a similar role.
- Excellent communication and interpersonal skills
- The ability to work autonomously with a high level of self motivation.
- A Diploma of Financial planning or working towards obtaining your DFP.
This is an opportunity to join a leading Iconic Bank alongside accomplished Advisers in the Wealth management space.
About Us;
Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie's retail client base in Australia, New Zealand, Asia, North America and Europe. Products and services include wealth management, stockbroking and retail lending and banking solutions such as residential and commercial mortgages, investment lending, personal loans, credit cards and relationship banking to businesses and professionals.
Macquarie Private Wealth (MPW), a division of the Banking and Financial Services Group (BFS), is the private client division of Macquarie's retail clients in Australia and New Zealand. MPW has built a strong reputation as a pioneering leader in the high-net worth market.
Advertised:
19 Jul 2013 Cen. Australia Standard Time
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