Associate Adviser

1 week ago

Adelaide CBD, Australia Perks People Solutions Full time

Full-time, perm position in brand new office, Adelaide CBD location
- Come join a fun & collaborative team

**About Perks**

Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 190 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its people and the work they do.

**About the Role**

The Associate Adviser position is a support role to the lead adviser. Working directly with one of the Perks Private Wealth (PPW) Directors, the Associate Adviser is responsible for proactively managing the advice delivery process from end to end.

An Associate Adviser is also known as a Junior Adviser. In this position, you will learn to develop effective strategies to build and protect client wealth and prepare quality, comprehensive and tax effective plans for our clients in areas including investment and superannuation.

Over time, the Associate Adviser will develop an excellent working knowledge of each client’s financial affairs to collaborate with clients and the PPW Director in adding value and optimising client outcomes.

**Responsibilities**
- Support Director/ Adviser in delivering financial advice to client base.
- Prepare for client review meetings, considering existing and new financial planning strategies and preparation of basic SOA’s for superannuation contributions, pension commencement and investment strategies.
- Utilise financial planning software (XPLAN) to produce cash flow and financial modelling scenarios for client review meetings and advice documents (Xtools+ preferred).
- Preparing Investment Recommendations, in collaboration with the Director/ Adviser.
- Manage ongoing advice and review tasks pre and post client meetings. Direct and monitor workflow as it relates to client advice, in consultation with the Client Service Manager (CSM).
- Respond to client queries, acting as a secondary point of contact with the CSM.
- Establish and maintain rapport with clients and provide required support.

***

**Skills and Experience**
Some of the skills, experience and attributes that you would bring to the role are:

- Completion or on track for completing of Diploma of Financial Planning (desirable)
- Experience with financial planning software e.g. Xplan (desirable)
- Ability to proficiently use Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook).
- Exceptional verbal and written communication skills
- Strong numerical and analytical skills
- Excellent Time Management skills
- Organised, with the ability to prioritise and manage conflicting deadlines.
- Experience in a professional services environment in a client focused role
- The team member we are seeking will have a can-do attitude, a willingness to learn, high levels of initiative and enthusiasm and a team player

**Culture and Benefits**
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you’d like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you’ll feel right at home at Perks.

Some of the benefits include:

- An industry competitive salary package with annual review process
- Flexible working arrangements
- Training and development opportunities
- Regular social & networking events

Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.

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