Job Overview
We are seeking a skilled and motivated Associate Advisor to join our team. As an Associate Advisor, you will play a key role in delivering exceptional service to our clients by providing expert advice and guidance on financial matters.
Key Responsibilities
* Implementing advice recommendations in an independent, diligent and timely manner
* Preparing Records of Advice and other advice documents
* Liaising with clients and product providers in a professional manner
* Conducting comprehensive research on products and services
* Working alongside Advisors in preparing advice strategies
Requirements
* Tertiary Degree
* Working towards or have completed post graduate level Financial Planning related qualifications (Masters or Graduate Diploma Financial Planning)
* Minimum 2 years' experience in client administration / paraplanning or associate advisor role
* Excellent written and verbal communication skills and a confident professional manner
* Experience using XPLAN is highly regarded
What We Offer
* A dynamic and supportive work environment
* Opportunities for career growth and development
* Collaborative team culture
* Competitive salary package