Join this forward-thinking wealth management firm, dedicated to providing ethical Financial Advice to a diverse clientele, ranging from young wealth builders to seasoned retirees and visionary business owners.

They currently have an opportunity for an Associate Adviser to play a pivotal role in nurturing client relationships, crafting strategic advice, and assisting in the implementation of personalised financial plans.

Your role will encompass a wide spectrum of responsibilities, including but not limited to:

Collaborating alongside the Senior Financial Planner in client meetings and presentations.

Managing the preparation and submission of applications for diverse financial products, including BT and Macquarie.

Utilising Xplan to update and maintain client information, while generating insightful reports.

Articulating valuable insights by adding comprehensive file notes to Xplan.

Providing assistance to client inquiries pertaining to portfolio management.

Overseeing the annual review process and ensuring client files are primed for advisory meetings.

Crafting Statement of Advice (SOA) and Record of Advice (ROA) requests to send to internal Paraplanners

Employing tools such as Risk Researcher, Wealth Solver, and X-tools+ for intricate product comparisons and modelling.

To excel in this role, you should have a strong background in financial planning, gained through either Paraplanner, CSO, or Associate, and a desire to become a Financial Planner who focusses is on delivering quality rather than quantity.

Upon a successful first 6-9 months, contingent on your performance, you could transition into a professional year that marks the next stage to becoming an Adviser.

In return, as a valued member of the team, you will gain a flexible and inclusive culture, with the option to work from home 1-2 days a week.

If you would like to join a well-established organisation dedicated to offering personalised and attentive service, please apply now!

Kiera Brown

FS Recruitment Solutions

[email protected]

0409 598 111