This esteemed boutique financial planning firm is currently seeking an experienced Associate Advisor to join its team of professional and accomplished advisors and support staff in servicing an elite clientele.

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 enviable and growing clientele, this role will be supporting the principal advisor in the servicing of their client base in a true mentor/mentoree relationship.

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 to a HNW and ultra HNW clientele.

We will consider candidates to are part way through or have completed their PY, or a career Associate/Client Facing Paraplanner. Additionally, we are looking for the following:

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

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

Excellent communication - both written and oral

Paraplanning/preparation of SOA and ROA experience highly favoured or experience/desire to become client facing

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 either as a career Associate or Advisor

In turn, you will be provided ongoing development, elite mentoring, opportunity to work with a firm dedicated to provision of quality advice to an extremely enviable client base, as well as the opportunity to be a part of a high achieving team within a business that is very well respected in the industry.

Housing a fantastic small team, highly flexible work arrangement, cohesive and supportive culture, this firm is firmly cementing a name for itself as a leader in bespoke financial planning and private wealth.

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 advising, 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.