Strategic Advisor for Executive Management and Consulting
4 weeks ago
Job Opportunity:
This is an exciting opportunity for an experienced Associate Adviser or Paraplanner who wants exposure with HNW and Wholesale clients in a successful business.
About the Role:
In this role, you will be working with and supporting Senior Private Client Advisors while also taking on clients yourself. You will be helping enhance the experience of existing wealth clients while developing into a Private Client Advisor yourself.
Your Responsibilities:
- Support Senior Private Client Advisors in their daily tasks
- Take on clients and provide them with high-quality advice
- Develop strong relationships with clients and colleagues
- Enhance the experience of existing wealth clients
About the Company:
This highly regarded and well-established independent advice firm has offices nationally and has been established for many years. It has always put a client-centric approach at the heart of their business, allowing them to develop a solid and loyal client base.
What We Offer:
- Full resources and training to support your development
- A collaborative culture and a proven process of delivering great results for clients
- Opportunities for career growth and development
Requirements:
- Extensive experience working as a Paraplanner or Associate Adviser
- Strong understanding and passion for the advice industry
- Strong business acumen and the ability to build strong relationships
- Great understanding of compliance frameworks in the advice industry
- Tertiary degree aligned with FASEA education requirements
How to Apply:
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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Ballarat, Victoria, Australia Randstad Full timeRole OverviewThis is an exciting opportunity for an experienced Associate Adviser or Paraplanner who wants exposure with HNW and Wholesale clients in a successful business.About the CompanyThe company is a highly regarded and well-established independent advice firm with offices nationally. They have been established for many years and have always put a...
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