Paraplanner/Client Relationship Manager
vor 23 Stunden
Up Wealth Management was established in 2014 to provide a personalised wealth management experience to people within the Sydney, ACT and NSW South Coast regions.
We specialise in providing a service to affluent, high net wealth and high net income individuals and families.
We are 100% adviser owned.
We partner with our clients, to help them live life today whilst planning for tomorrow.
Our values are: Client focus, Be ourselves, Keep it simple and make it meaningful, Have speed, Pioneer, Invest in our people and brand, Work hard and have fun.
Our business has had strong growth in the first 10 years of business and we are now looking to bring on an additional Paraplanner/Client Relationship Manager in our Sydney CBD office.
The role
The primary role will be to produce quality, client friendly, advice documents in a timely and efficient manner.
The successful applicant will require strong attention to detail.
You will also provide a support role for the advisers in managing client relationships.
You will speak with and deal with clients for administrative matters, whilst also overseeing the preparation for client meetings and lodging documents off the back of meetings.
As a business, we will all need to roll up our sleeves at times to answer phone calls and greet clients at reception.
The person
We are people people.
We are looking for someone who is passionate about building a career in financial planning – we will be here to support, mentor and invest in you.
We are seeking someone who aspires to be the best they can be, who wants to be part of something great and something that will be meaningful.
You will be provided with responsibility and we will need you to operate with autonomy.
We will work hard and have fun.
As part of that, we need outcomes and need you to get things done.
We value curiosity.
We need someone who is innovative and creative so they can continually seek improvement in their role and the way that we do things.
Other
You are already working in a financial planning business (for at least a year).
Experience already as a paraplanner is preferred, however not essential.
You have completed or are presently completing studies in Financial Planning or a related field.
You need to have excellent oral and written communication skills.
You need to be able to operate in a highly professional business who deal with affluent, high net wealth and high net income individuals and families.
You must be a team player.
Excellent computer skills is a must.
Xplan experience is preferred.
We will be flexible on the commencement date of the position.
We are looking for a full-time employee, however if the applicant that best suits the role needs the flexibility to work part-time, due to other commitments (ie study or family), then we may consider a part-time position.
We will start to conduct initial interviews in the coming weeks.
To apply
To apply press the 'Apply for this job' button and please attach your cover letter and resume.
Alternatively, please send an email with your covering letter and resume directly to the Managing Director of Up Wealth Management, Mark Connell, at: ******
For further information on Up Wealth Management visit our website at:
www.upwealthmanagement.com.au
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