Graduate Advisers Assistant - Financial Planning

Graduate Advisers Assistant - Financial PlanningMy client is a large, well-established wealth management firm with a respectful culture and the flexibility to partly work from home. They are committed to offering their staff opportunities for career development and have a social, fun, and inclusive culture.
The Role Partner with a Senior Financial Adviser as you attend client meetings to discuss their needs.Write and prepare SOAs and ROAs across all strategies.Be the first point of contact for all client queries.Provide technical and compliance support.Use modelling software to create strategy plans and forecasts.Assist with the production of marketing materials, including presentations, client insights, and media interviews.The Candidate A relevant degree in Commerce, Banking, Finance or similar.A desire to build your career in financial services.Excellent communication skills.A professional attitude with the confidence to take ownership of your work.A mature and friendly personality.Strong attention to detail and the ability to prioritise tasks.If you are interested in learning more about this position, please contact Julian Soames at Kaizen Recruitment on 0412 123 *** or apply via the attached link.
Additional information Perfect role for a graduate or someone with 1-2 years experiencePartner with a Senior Financial Adviser and attend client meetings$70 - 80k package#J-18808-Ljbffr