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Associate Adviser
4 weeks ago
Become an Adviser on your terms
- Holistic Complex Advice offering
- Hybrid Work - 3 days in the office, 2 days from home
Are you an Associate Adviser that has experience in paraplanning and CSO? Do you have experience in working in a Private Wealth Practice? Complex Strategies? High Networth Clients? Answered yes? Explore this opportunity.
- Wholesale and Retail Clients to work with
- Large Team and Company environment
- Private Wealth Established Growing Practice
- $80K - $85K Salary Range
- Established Client Base
- Holistic Advice Model
**About the Client**
With a strategy for growth in their team for 2023 this established mid sized corporate multi-disciplinary practice within wealth management, accounting, insurance and legal. Based in the CBD, with decades of experience in providing clients with solutions for a positive financial future. This is a true Holistic Advice Practice with in-house experts providing advice to their clients. Self Licensed.
The Private Wealth division is now seeking an experienced Associate Adviser that wants to the next step into their career to join their highly successful team. Working with Wholesale clients and Retail clients this role will get you to the next level.
**About the Role**
- Assisting with Servicing an existing HNW client base with strategies, modelling, product comparison, research and coordinating with different team members
- Assisting Advisers with seeing clients with investments with a strategic intent
- Attending review meetings, and new business meetings
- Checking SOAs to ensure all information is correct and compliant with licensee standards
- You will work with administrative support (Paraplanning and admin team)
- You will be part of the Investment committee assisting with research (shares, managed funds, and other investments)
**To be successful**
- If you are tech savvy and enjoy workflows with Adviser Logic and or Xplan it would desirable
- You will be an experienced Associate Adviser working in a Holistic Practice ready to make a move to an established practice that will give you the opportunity to be supported through your next career stage. Do not miss this opportunity.
- Degree Qualification or studying to complete would be highly regarded
- Private Wealth experience preferred
- You will have high attention to detail
**What's on offer**
$80K-$85K Base plus super.
Powerful and Professional team and office environment
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