This highly regarded and growing financial planning practice is currently seeking an experienced Associate Advisor to join its team of professional and accomplished advisors and support staff.

With an impressive reputation, this established and very successful business is located in the heart of the CBD and offers a great work environment with a high performing and well respected team. Driven by outcomes and providing a true client experience and goals based advice to its loyal and steadily growing clientele, this role will be supporting a senior advisor in the servicing of their client base.

You will be involved in all client meetings with the senior advisor, devising and preparing financial planning strategies, financial modelling and working with the advisor to ensure clients goals are being met. This will include preparation of all relevant documentation, research and correspondence prior to meeting, coordinating client meetings and review appointments and being a key point of contact for clients.

This is a fantastic opportunity for an experienced paraplanner or associate, looking for that next step in their career with a business that will offer a clearly defined career path and endless professional development opportunities and mentoring. You will be afforded the opportunity to work with an elite advice team in a business that is well regarded and known for its provision of high end, quality advice.

The successful candidate will need to meet the following requirements:

3+ years experience in paraplanning or associate advisor role within a financial planning practice - essential

Proficiency in Xplan and modelling and high level of technical knowledge and skill

Excellent communication - both written and oral

Bachelors degree preferred and meeting all relevant FASEA requirements

Paraplanning/preparation of SOA and ROA experience highly favoured

Implementation experience and strong client service skills - ability to engage and build rapport with an elite clientele.

High levels of initiative, attention to detail and ability to prioritise and multi task

Long term commitment to developing your career as an advisor

In turn, you will be provided ongoing development, career progression opportunities and the opportunity to be a part of a high achieving team within a business that is very well respected in the industry.

With an enviable reputation, highly flexible work arrangement, cohesive and supportive culture, this firm is hard to beat.

If you are looking for the next step to develop your career in financial planning and step into a true client facing senior associate role with path to advisor, and have experience in a paraplanning and/or associate level role, then we would love you to apply.

Email Kim Eveleigh at [email protected] or call Kim on 0405 990 045.