Advisers Assistant - Wealth Management

The Company

Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team.

The Role Provide support to 1 adviser and perform account maintenance, trade settlement and portfolio reporting.Establish and maintain client accounts and produce portfolio updates.Attend client functions as you act as a key point of contact for the business.Liaise extensively with clients and provide them with comprehensive investment information.Liaise with trading desks to obtain stock quotes.Develop marketing materials to build a portfolio of new clients. The Candidate

Candidates with previous Dealers Assistant, adviser support (from either a stockbroking or financial planning) or investment operations experience will be highly regarded. In addition, top tier candidates will also possess:




A mature, professional attitude, with an ability to self-manage.The confidence to adapt to a fast paced and demanding environment.Superior time management and a strong client focus.Strong teamwork skills. To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.
Julian Soames
Associate Director - Banking and Financial Services

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