Primary duties will include:
• Attendance at client meetings with our senior advisers.
• Assisting our senior advisers with the development of financial strategies and recommendations.
• Assisting our senior advisers with file notes and general compliance.
• Providing detailed and accurate research and financial modelling, using tools such as XPLAN WealthSolver, Risk Researcher and XTOOLS+.
• Developing and maintaining relationships with clients, staff members and other key stakeholders.