We’re committed to helping our clients by providing access to a range of market leading life insurance and wealth management solutions together with relationship driven service.

About US

We are a growing holistic financial planning firm in Parramatta. We have a diverse client base and have a stream of new clients.

We have an exciting opportunity for an Associate Financial Planner who is interested in working for a practice that delivers professional and ethical financial advice to our clients. The position of Associate Financial Planner is to deliver financial solutions that best meet the immediate and future needs of our clients, with a quality of service that upholds the values of our organisation. The ability to build and maintain client relationships is essential to the success of this role in which you will:

• Support your clients to help identify and meet their financial goals and dreams
• Understand your client’s immediate needs, long term objectives and level of comfort with risk
• Provide specific advice that is tailored to ensure it is always in the best interest of the client
• Work closely with the Managing Adviser and team to meet collective goals

About YOU

• Previous experience in a financial planning business as an Adviser Associate or Paraplanner
• Qualified adviser registered with ASIC
• Demonstrated knowledge of taxation, superannuation and direct investment technical strategies and personal risk insurance advice
• Process and business acumen with attention to detail
• Exceptional communication skills (both verbal and written) including ability to meet with clients;
• Demonstrated compliance skills;
• A good work ethic and ability to work in a structured team environment;
• Demonstrated problem solving abilities.
• Must be competent in Microsoft Office and XPLAN software;

If you fit the bill and believe in our client first policy, have persistence, integrity and authenticity then this role may be for you and we would love to hear from you. Please attach a cover letter.