Job Description
The role of an Associate Adviser is to support Lead Advisers in the development and implementation of client advice and strategy.
This involves working closely with clients, developing complex financial strategies, and ensuring that all aspects of the advice process are conducted in a compliant and timely manner.
* Assist Lead Advisers in developing strategies for new and existing clients.
* Develop strong relationships with assigned clients.
* Liaise with super fund and insurance providers to obtain client information.
* Prepare high-quality Statements of Advice (SoAs).
* Ensure all elements of the advice process are conducted ethically and in accordance with company policy and law.
Required Skills and Qualifications
To be successful in this role, you will require:
* Strong communication and interpersonal skills.
* Able to work effectively in a team environment.
* Ability to develop complex financial strategies.
* Knowledge of super fund and insurance products.
* High level of attention to detail and accuracy.
Benefits
We offer a range of benefits to our employees, including:
* Ongoing training and professional development opportunities.
* Opportunities for career advancement.
* Competitive salary and benefits package.
Others
Please note that this is a key role within the organisation and requires a high level of commitment and dedication. We are looking for someone who is proactive, motivated, and able to work effectively in a fast-paced environment.