As a dynamic professional, you will have the opportunity to work in a fast-paced environment with a driven and professional team. Your strong attention to detail and excellent communication and negotiation skills combined with proven time management skills will enable you to excel in this role.
About the Role
We are seeking an Associate Advisor to join our Wealth Management division. This is an exciting opportunity for someone who is a born problem solver and loves to use initiative in their day-to-day work.
As an Associate Advisor, you will be responsible for providing exceptional service offerings to clients, collaborating across multiple service lines to holistically help them achieve their goals.
You will work closely with experienced Advisers on a range of complex and diverse strategies and product range, developing your skills and knowledge to become a Provisional Financial Adviser.
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.
Qualifications and Skills
* 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 adviser role
* Excellent written and verbal communication skills and a confident professional manner
* Experience using XPLAN is highly regarded