We have an amazing team and we’re looking to add another member to our investment team.
Client Support with a view to becoming an Adviser
Client Support staff ensure efficient and positive client interactions while supporting our advisers. This role is primarily to support the existing investment team, however, we anticipate that the Client Support role will develop into an Adviser position, assuming the person is suitably qualified and skilled. As such there will be on the job mentoring provided until they are able to provide advice independently.
Alternatively, if the right person with existing Level 5 qualification and skills, we’d be interested in discussing an immediate start as an adviser.
This role is based in our Richmond Office, right next door to the library with ease of parking to the rear.
Job role
- Assisting in the management of daily tasks to support advisers.
- Friendly and efficient communication with clients.
- Maintaining client records and ensuring the accuracy of data in our CRM.
- Assisting with preparation of investment plans and applications. This includes managing the flow of additional documentation, pre-screening documents and ensuring all necessary information is complete and accurate.
- Assisting with preparation of annual review meetings with clients.
- Checking established processes for accuracy and compliance.
- Providing support to other staff as necessary.
Employee requirements
- The confidence to present and interact with clients.
- Excellent organizational skills.
- Attention to detail and ability to maintain accuracy.
- Ability to work effectively both independently and as part of a team.
- Proficiency in using computer applications and willingness to adapt to new technologies.
- Clean criminal conviction check.
- Previous experience is not essential as support and training will be provided. However, experience in the financial services industry would be beneficial.
Working conditions
This role is in our Richmond office and requires 35-40 hours per week, Monday – Friday between 8.30am and 5pm.
Apply
Applications close 18 March 2026. Please see Seek for application information.
