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Valor Private Wealth
About the role Valor Private Wealth is a boutique advice firm working with a small number of high-net-worth and wholesale clients. We keep the client base deliberately small so we can know each client properly and sta…
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About the role
About the role
Valor Private Wealth is a boutique advice firm working with a small number of high-net-worth and wholesale clients. We keep the client base deliberately small so we can know each client properly and stay with them for the long term. This is a full-time, permanent position working directly alongside the principal adviser across the full advice cycle: client meetings, strategy, documentation, implementation and ongoing review.
Key responsibilities
Preparing strategy papers, Statements of Advice and Records of Advice for HNW and wholesale clients (SMSF, trust and company structures are common)
Attending client meetings with the principal adviser and building the skills and knowledge to become an outstanding adviser
Implementing and reviewing portfolios, superannuation strategies, retirement planning and a small amount of insurance advice
About you
Degree qualification that meets the education standard, exam passed, and either mid-way through or recently completed your Professional Year (candidates already on the register as a relevant provider are welcome to apply)
Some experience preparing advice for clients with SMSF, trust or multi-entity structures
Australian work rights; a current National Police Certificate will be requested before any offer
sign in above to apply · via Jora
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