Associate Financial Adviser
Location Sydney CBD
Consultant Alison Hogan
Date posted 13 June 20181 Farrer place Sydney 2000 Robert Walters Australia
This is a great opportunity for a CSO or Paraplanner to become an integral part of the team as an Associate Adviser, working to nurture an existing and expanding client base in their CBD offices.
Due to growth within the organisation, my client is looking for an Associate Adviser to provide support to the Senior Financial Planners.
Duties and Responsibilities:
Co-ordinating meetings with clients, building trusted relationships and responding to all enquiries
Attending Client Meetings with the Senior Advisers and providing client follow up support
Maintaining compliance requirements
Providing assistance in both strategic and technical advice for new and existing clients
Ensuring technical knowledge on investments, superannuation and financial planning is kept up to date
Conducting fund manager research
Liaising with product providers such as fund managers, brokers and platforms
Assisting with client portfolio reviews
Skills & Experience
Minimum 1-2 years' experience in a financial planning practice
RG146 compliance (preferred)
Some experience in Risk, Investments and Superannuation
Some experience in SMSF and Mortgages would be an advantage
Advanced knowledge of Microsoft Office Suite
To be successful in this role you will need to be motivated and driven, and you will want to learn from senior advisers in a client-centric environment. This role will suit a candidate looking to build their experience in a business that rewards success.
To apply please click apply or call Alison Hogan on +61 2 8289 3124 for a confidential discussion.