Responsible for client onboarding and data maintenance within the Client Operations functions, ensuring accurate and timely processing of new business and compliance with regulatory frameworks.
Responsibilities
Accurate and timely processing of new business for new and existing clients
Validate client instruction and set up new client/accounts
Set up online access and manage fee structures
Configure reporting pack settings and income preferences
A graduate or junior level role providing high-quality technical, analytical, and documentation support to underpin the delivery of strategic financial advice to complex clients.
Responsibilities
Support senior advisers in the delivery of timely, accurate, compliant and well‑documented financial advice
Prepare client analysis and technical modelling, including cashflow and scenario modelling, net-worth analysis, debt and gearing assessments and CGT analysis
Assist with superannuation, SMSF and retirement strategy analysis, including retirement, pension and income stream modelling
Draft advice documentation (ROAs independently and SOAs under supervision)
Maintain accurate, audit‑ready client records, workflows and working papers
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