As a skilled professional, you have the opportunity to work in a dynamic and growth-oriented environment as an Associate Adviser.
Job Description
We are seeking a highly motivated and experienced individual to join our team. As an Associate Adviser, you will be working closely with Directors and Principal Advisers to provide comprehensive advice to family groups across various investment sectors.
* Understanding clients' goals and objectives
* Analysing clients' current position to deliver strategies aligning with their goals and objectives
You will also be responsible for:
1. Attending client review meetings with Principal Advisers
2. Assisting with investment reviews, including liaison with clients, Principal Advisers, and Chief Investment Officers (CIOs)
3. Completing complex financial modelling and Statements of Advice
4. Ensuring all advice documents meet compliance requirements
The ideal candidate will possess:
* Experience in the Financial Planning industry
* High-level proficiency in Microsoft Office and Xplan
* Excellent communication and organisational skills
This is an excellent opportunity to develop your career in a supportive and collaborative environment.