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.