We are seeking a skilled and motivated individual to join our team as an Associate Advisor. In this role, you will have the opportunity to work with a progressive firm that values innovation and employee satisfaction.
About the Opportunity
The Associate Advisor role is a key position within our Wealth Management division, requiring strong attention to detail and excellent communication and negotiation skills.
You will be responsible for preparing advice documents, supporting and working closely with the Paraplanning team, and liaising with clients and product providers in a professional manner.
This role offers an excellent opportunity for career development and growth, with opportunities to learn from industry-leading professionals and develop your technical understanding and background of financial advice processes and products.
In addition to your primary responsibilities, you will also support advisers in meeting ongoing service requirements, ensuring compliance with regulatory requirements and providing exceptional client experiences.
Key Responsibilities
* Preparation of Records of Advice and other advice documents
* Supporting and working closely with the Paraplanning team
* Liaising with clients and product providers
* Conducting comprehensive research on products and services
* Developing a strong technical understanding and background of financial advice processes and products