BlueRock Private Wealth are specialist in creating wealth through their unique goals-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.
We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.
Collaborate with our thriving wealth team in a role dedicated to delivering an exceptional client experience. This role is the perfect opportunity for a confident and driven individual who isn't afraid to take charge and use their initiative to get things done.
What you’ll be doing
Working closely with our strategic advice team on complex client relationships
Overseeing and driving the full life cycle of the client process
Preparing advice scopes, strategies and research for Statements of Advice (with support of internal and external resources as required)
Providing support in formulating client strategies for holistic advice within a growing and fast-paced strategic advice unit
Proactively reviewing processes and suggesting improvements