• Malvern
• Trams/trains on your doorstep
• Free parking a 6 to 8 minute walk away (rostered under the building)
• Salary up to $100,000 plus Super (subject to relevant exp)

THE FIRM

A well established financial services business that has been operating for over 20 years and rated in the top 20. A state of the art and newly fitted out office with their employees in mind. Public transport across the road and free parking just mins away. They are committed to delivering practical solutions and pride themselves on their client oriented approach.

THE ROLE

Associate Adviser - Investment Advisory and Wealth.

• Assist and support to Advisers.
• Liaise with relevant stakeholders.
• Assist and support the broader Team.
• Develop and maintain relationships with clients and stakeholders.
• Production of advice documentation.
• Oversee stages of the advice process.
• Client communication and attend meetings.
• Participate in training.
• Follow systems, policies and procedures.

YOU

• Will have several years prior experience in a similar role.
• Are able to prioritise and manage multiple tasks.
• Are highly organised with good time management skills.
• Have good technical knowledge around financial planning strategies, including related tax matters.
• Have highly developed communication skills.
• Know the importance of accuracy and attention to detail.
• Good working knowledge of Xplan and other relevant software.

BENEFITS

• State of the Art Office with a high carbon foot print.
• Breakout areas and fully equipped lunchrooms.
• Rostered parking on site, close to trains and trams.
• Close to cafes, restaurants and great shopping.
• Annual reviews.
• Ongoing training and development.
• Friendly work environment.

To apply for this role hit the “Apply” button now or email Elli Papadopoulos at [email protected] [link removed] or call (03) 9826 4133.