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This growing financial advice business based in the CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a great culture and fun team that work really well together. Due to recent growth, they are looking for an Associate Adviser to join their journey and play a key part in their long term success.
Job Responsibility
Sit in all client meetings and develop relationship with the client
Support clients with communication in the form of updates and administration
Support advisors with preparing reports and financial plans
Requirements
3+ years experience working in Paraplanning, CSM or Support Role in Wealth Management
RG146 qualifications
Understanding of compliance frameworks in the advice industry
Strong attention to detail and strong communication skills