Associate Advisor
2 days ago
Associate Adviser
Attractive salary package
CBD Based - close to metro
Work life balance / wfh options
About the company
This growing financial advice business based in the CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a great culture and fun team that work really well together.
Due to recent growth, they are looking for an Associate Adviser to join their journey and play a key part in their long term success.
About the role
This role will see you working closely with one of 3 advisors the practice has. You will be sitting in all client meetings and developing a relationship with the client. You will be supporting the clients with communication in the form of updates and administration as well as supporting the advisors with preparing reports, financial plans ect.
The business already has parpaplanning both internal and outsourced however an experienced paraplanner with some client service experience would do really well in this role.
Your Experience
- 3+ years experience working in Paraplanning, CSM or Support Role in Wealth Management
- RG146 qualifications
- Understanding of compliance frameworks in the advice industry
- Strong attention to detail and strong communication skills
- XPLAN Experience
To apply online, please click on the appropriate link
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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