Adviser Support Consultant recruitment

Macquarie Private Wealth (MPW) provides comprehensive advice to Macquarie’s retail clients in Australia and New Zealand. Services include strategic financial planning, stockbroking and private office services. We are seeking an experienced candidate to provide high level support to two senior financial advisers and their clients. ResponsibilitiesWide range of administrative dutiesPortfolio ReviewsLiaising with clients via email and phoneLiaising with insurers, SMSF and other third parties.Organising small scale marketing events for key clientele.Client file maintenanceSuccess in this role;High Read more […]

February 24, 2012 • Tags: , , • Posted in: Financial • Comments Off on Adviser Support Consultant recruitment