Based in the beating heart of the CBD this flagship boutique advisory firm is growing and now requires an Associate Financial Adviser / Financial Planner to join their team. Working in a business of 30 people you will be joining an elite organisation that really challenges the scope of advice and provides truly holistic advice to clients ranging from $5-50m in Fum.

Working from home arrangements are 2 days from home 3 in the office. With current structure Monday and Fridays are at home.

Working 1-1 with one of their lead adviser your role will be to help continue to service an existing HNW portfolio by providing exceptional support.

The Duties of an Associate Adviser are:

Providing high quality support and technical assistance to the Principal Adviser.

Working alongside the Principal Adviser in meetings, liaising between paraplanning and administration.

Strategy Development: discussion with Adviser.

Assist Principal Adviser in the preparation of Advice documents to assess and formulate appropriate strategies.

Prepare Alternative Strategies & Product Working Papers for Best Interests Duty.

Attend client meetings in collaboration with the adviser and contribute to the presentation and discussions.

Research products, strategies and prepare product comparisons and ensure they meet client’s needs and objectives

To be successful as a Associate Financial Planner you will:

Minimum 3 years experience as a Paraplanner or a CSM

Strong technical knowledge and desire to learn

Professional and well presented

Working towards Industry qualifications

Strong communication skills are essential

Passion and care for clients

In return for joining this platinum rated practice you will be rewarded with a salary of $100-130k + Super + Bonus and an excellent career pathway as well as flexible working conditions.

To Apply for the role please press apply now or call James on 0451 831 861