Great opportunity to join a well-established Financial Planning group who provide comprehensive advice to a broad client base including retirees and high networth individuals. Due to continued growth, there is an opportunity for an Associate or PY Planner to join the team in Tamworth or New England region. This position is well suited to an Associate Adviser or Senior CSO who is ready to commence their Provisional Year or a qualified individual who is completing or recently completed their Professional Year (PY) and is looking to join a successful practice with existing client base.

Working closely with the Senior Adviser and support staff, this role is ideal for someone with a confident attitude who brings technical expertise, initiative, and a proactive approach to client service.

Your responsibilities will include:

· Manage a book of new and existing clients alongside the Senior Adviser

· Attend and contribute at client meetings with the Senior Adviser.

· Complete compliant file notes post client meeting

· Research and develop strategy recommendations

· Manage ongoing relationships with clients

· Gradually transition and manage own client book

· Liaise with internal paraplanning and administrative support teams

About You:

· Experience within the financial planning industry as a Para-planning, Associate Adviser or Senior Client Services Officer.

· Completed or progressing towards relevant qualifications (e.g. Graduate Diploma of Financial Planning)

· Strong understanding of the advice process, compliance, and client engagement

· Accuracy with strong attention to detail

· Proficient in financial planning software (e.g. Xplan) and Microsoft Office

· Confident communicating with clients, comfortable to commence your Professional Year (PY)

- Knowledge of SMSF's

Benefits:

· Opportunity to complete your PY to become a Financial Planner.

· Ongoing training and development throughout the learning process.

· Support and guidance from the Senior Financial Adviser

· Existing Client base with internal referrals

· Supportive and flexible team culture

· Career growth

This is a unique opportunity within a professional practice for a motivated individual with a genuine passion for financial planning and helping clients to achieve their financial goals. Income is competitive and aligned to experience.

For further information and confidential discussion, please contact Shelly on 0413 957 089 or apply directly online.

Job summaryGreat opportunity within a reputable and professional practice who is expanding their advice team and seeking to appoint an Associate or PY Planner.