Overview
This is an excellent opportunity to join a flexible team environment with a professional and reputable Financial Planning business. They are a pure fee-for-service business with their own license, focusing on quality advice and client needs. The opportunity is suited to someone who wants to begin their Professional Year within the next 6 to 12 months and is ready to learn, contribute and grow in a high-quality advice environment.
Base pay range: A$90,000.00/yr - A$130,000.00/yr. This range is provided by FS Recruitment Solutions; your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
About the Role
Your responsibilities will include:
* A clear pathway to becoming an Adviser, with structure and support to begin your Professional Year
* Participating in client meetings with the Senior Financial Planner or a Partner to assist with presenting SOAs and managing client relationships
* Taking file notes and uploading information into Xplan
* Assisting in strategy development and preparation of strategy and advice documents (SOAs and ROAs)
* Ensuring high compliance standards are maintained
* Managing the client file from start to finish, including overseeing the implementation of the advice you have written
* Working closely within the larger team including admin staff
There is a very structured career path in place for this role to progress to advising within 2 years.
About You
Ideally you will have:
* 12 months+ experience as a Paraplanner or Associate Advisor
* A reputation for providing exceptional client service
* Understanding of technical concepts
* High level of attention to detail and accuracy
* Ability to prioritise and manage requirements
* Xplan experience is essential
This business is a truly flexible employer and can offer the option to work from home 1 day per week. The turnover in this business is low, and the opportunity is suited to a paraplanner who wants more variety and involvement in client appointments. The volume of SOAs is low, but the quality is high.
Company and Role Details
Location : Greater Melbourne Area, Melbourne, Victoria, Australia
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
How to Apply
For more information, please contact: FS Recruitment Solutions
Director
Website:
Phone:
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