Associate Advisor

3 weeks ago

Sutherland, Australia Stitch Recruitment Full time

Work 1:1 with Dynamic Advisor
- Sutherland Location
- Excellent Client Exposure - Full Admin Support

**The Company**:
Our client is a boutique financial advisory firm, located in Sutherland and only a short walk from the station. The director is driven and progressive, embracing modern advice and technology. As a business they take a real pride in offering their clients holistic advice to help them achieve their financial goals. This is a tight-knit team with an excellent culture, they are warm and flexible, staff engagement and retention are a real priority.

**The Role**:
Working alongside the firms Director, across a diverse portfolio of clients - predominately. You will be pivotal in their ability to offer high-level advice strategies and support to their highly established client portfolio.

**Duties**:

- Providing excellent client service and managing ongoing requirements of existing clients
- Attending client meetings to aid with the delivery of strategic advice options alongside the Financial Advisors
- Preparation of Strategy's for Paraplanning
- Preparation of Client Reviews
- Liaising with Financial Institutions and Product Providers
- working closely with the Admin Team and Paraplanning to ensure clients' are managed effectively.

**About You**:
Your ability to take initiative, use sound judgment in order to effectively evaluate ideas, and create strategies is paramount. You enjoy working strategically while assisting the partner in building long term professional relationships with clients and adding real value to their financial security and goals.

This is an ideal role for an Associate looking to progress into Advisor in the future, you will be offered the ongoing support and leadership and an Advisor Pathway.

**Experience**:

- Proven Financial Advice skills or Paraplanning expertise
- Excellent attention to detail and communication
- Minimum RG146 and tertiary qualifications
- Xplan experience

**Benefits**:

- True Advisor Career Path
- Supportive and collaborative team environment
- Flexible work environment

If you are in the market for your next role then Stitch has got you covered - APPLY NOW

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