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Associate Adviser

2 months ago

Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time
About the Role

We are seeking a highly skilled and motivated Associate Adviser to join our team at Zanetti Recruitment & Consulting. As an Associate Adviser, you will play a key role in delivering strategic advice to high net worth clients, working closely with our Senior Advisers.

Key Responsibilities:

  • Support Senior Advisers in formulating strategies and delivering advice to clients
  • Assist in the implementation of advice for clients, including financial modelling and document preparation
  • Use XPLAN for modelling financial projections and as the core CRM for the business
  • Project manage a set of clients and take ownership of their financial journey

Requirements:

  • Background in Client Services or Paraplanning within financial planning or a related field
  • Strong technical and strategic skills, with experience in financial modelling and document preparation
  • Excellent client service skills and ability to anticipate client needs
  • Ability to plan work to meet deadlines and achieve team outcomes

About Us

Zanetti Recruitment & Consulting is a diverse and growing financial planning business that provides strategic advice underpinned by a sound investment methodology. We offer a structured mechanism to assess a broad range of direct investments and a supportive culture where people can succeed.

What We Offer:

  • A competitive salary package and bonus structure
  • Opportunities for career growth and development
  • A dynamic and supportive work environment