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Strategic Advice Associate

4 months ago

Geelong, Australia Randstad Australia Full time

Strategic Advice Associate

  • National HNW Financial Planning Business
  • Opportunity to do your professional year
  • Take on HNW clients and work with the best

    The Company

    This highly regarded and well established independent advice firm has offices nationally and has been established for many years. It has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of HNW clients. They have a very collaborative culture and a proven process of delivering great results for their customers.

    The Role

    In this role you will be working with and supporting Senior Private Client Advisors while also taking on clients yourself. You will be helping enhance the experience of existing wealth clients while developing into a Private Client Advisor yourself. They have full resources and training to be able to support you in all facets of the advice process. You will act as a first point of contact and will also be responsible for maintaining strong relationships.

    This is an exciting opportunity for an experienced Associate Adviser or Paraplanner who wants exposure with HNW and Wholesale clients in a successful business.

    Your Experience

    • Extensive experience working as a Paraplanner or Associate Adviser
    • Very strong understanding and passion for the advice industry
    • Strong business acumen and the ability to build strong relationship
    • Great understanding of compliance frameworks in the advice industry
    • Tertiary degree aligned with FASEA education requirements

      To apply online, please click on the appropriate link

      At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


      experience

      3 years

      skills

      Associate Advisor Paraplanning

      qualifications

      • RG146

        education

        Associate Degree/Diploma