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Adviser Assistant - Pathway to Paraplanner / Adviser

CANDOR Recruitment
Seven Hills, QLD
A$65,000-$80,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 17 days ago


The Company:
A unique Adviser Assistant opportunity has arisen for someone who enjoys working with a Wealth Accumulator client base. My clients pride themselves on great career development opportunities and a great team culture.

This opportunity is a unique opportunity where the goal is to train you up to progress into a paraplanner role where you can focus more on strategy work in the next 6 months.

Depending on the individual, this role will have a pathway into being an adviser and are also happy with someone staying in a support role.

The Role:

  • Work with holistic financial advice and accumulator clients
  • Proactively managing and supporting our clients to take the follow up action to implement their financial advice and strategies
  • Submit insurance and investment applications
  • Work with paraplanning team to coordinate the delivery of SOAs, ROAs, and other advice documentation
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client first

You Will Need:

  • MUST have at 12 months financial planning experience with a boutique or medium sized firm
  • Experience using financial advice and modelling tools
  • Passion for providing quality advice to wealth accumulators make a different to clients lives

The Benefits:

  • Join a young, dynamic and great upbeat culture
  • Great salary along with equity in the business
  • Work in a firm that always puts clients first
  • Provide genuine advice in the best interest of customers
  • Located in East Brisbane with Parking available

Please apply for the role if you have the relevant experience and interested in a confidential conversation.


About CANDOR Recruitment

Brisbane, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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