Financial Adviser – Associate

4 weeks ago

Gold Coast, Queensland, Australia Personal Choice Financial Advisors, LLC Full time

As the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.

Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and presentations.

Mentoring and advancement role.


Financial Adviser Associate | HNW | $80 - 100k
  • Complex SMSF / HNW Client Book
  • Dedicated Client Service Support Team
  • Boutique Practice - National Business
  • Advance to PY Year
The Role
  • Assist Financial Adviser(s) with client meetings and presentations
  • Take responsibility for file notes and action items from client meetings
  • Assist with the upkeep of Xplan and keep up to date with changes and enhancements
  • Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
  • Assist Financial Adviser(s) with practice compliance requirements
  • Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
  • Oversee the preparation of SOA's, review with the Senior Financial Adviser(s) for review and make modifications as required
  • Review/prepare relevant Financial Modelling for client situations
  • Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development
The Person
  • Tertiary qualified with an approved degree
  • Minimum 2-3 years experience in a CSM/PP support role
  • Sound advice and retirement technical knowledge
  • Working knowledge of current legislative, industry and corporate standards
  • Strong written and oral communication skills
  • Excellent client service orientation
  • Competent with a variety of technology applications e.g. Office, XPlan, etc
  • Self-motivated with regards to personal and professional development
The Benefits

Close mentoring from a Senior Financial Planner in a business purely focussed on providing outstanding client advice and education.

This is a fast paced busy environment, and you must be prepared to get your hands dirty. You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.

Remuneration:

A highly attractive salary package circa $80-100k will be negotiated for the successful applicant based on skills and experience.

A full brief on the company and position will be provided on application.

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