Are you looking for an opportunity to step up from a Paraplanning or Administration role into an Associate Adviser?

This Financial Planning firm is seeking an Associate with proven experience in a similar environment.

Key Responsibilities will include:

• Conduct joint client meetings with directors for both new and existing financial services clients
• Responsible for completing the fact finding, client goals and objectives, analyse and client prioritise recommendations to assist clients achieve their desired outcomes
• Document strategies via SOA or ROA requests provided to internal Paraplanners (if dealing with retail clients)
• Assist with the presentation of SOAs
• Take responsibility for pre-meeting preparation and then file notes and action items for CSO's following client meetings
• Conduct and document annual client portfolio reviews, make recommendations where necessary
• Attend the quarterly Investment Committee meetings

This organisation is very well established and has a low number of clients, but a very high-touch service; quality over quantity. Only candidates with excellent communication skills and attention to detail should apply.

The culture in this firm is second to none. The Managing Director is highly approachable and flexible and encourages the team to work collaboratively, always putting the clients’ needs first.

For the right candidate, the opportunity to complete your Professional Year after 12-18 months in the role, is available.

If you have any questions, please include them in your application, or contact

Kiera Brown

Director, FS Recruitment Solutions

0409 598 111

[email protected]

www.fsrecruitmentsolutions.com.au