We are seeking an ambitious and driven individual to join our team as an Associate Advisor. In this role, you will have the opportunity to work with a high-performing team and be mentored by industry-leading professionals.
About the Job
The Associate Advisor role is a critical position within our Wealth Management division, requiring strong time and workflow management skills to deliver exceptional results.
You will be responsible for implementing advice recommendations in an independent, diligent and timely manner, taking charge of client and product provider queries, and preparing Records of Advice and other advice documents.
This role offers a pathway to Provisional Financial Adviser, with opportunities to develop your skills and knowledge through working with experienced Advisers on complex and diverse strategies and product range.
You will also support advisers in meeting ongoing service requirements, ensuring compliance with regulatory requirements and providing exceptional client experiences.
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 adviser role
* Excellent written and verbal communication skills and a confident professional manner
* Experience using XPLAN is highly regarded