Associate Adviser

1 day ago

Melbourne, Victoria, Australia First Financial Full time $60,000 - $120,000 per year

About the role

Working as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser you are a main contact point for clients and are a support in the establishment and management of client accounts. You will also support the preparation of strategy, financial documents and Advice documents for clients. Associate Advisers will need to utilize their strong technical abilities and, in return will benefit from mentoring and structured support as they progress through their Professional Year Program.

Key responsibilities

Reporting to the Head of Private Wealth, the responsibilities of the Associate Adviser role include:

  • Supporting Advisers and their Advice team in the delivery of quality advice, including responsibility for reviewing advice documents and client documents;
  • Assist the Advisers to provide strategic financial planning and investment advice including across investment and tax structures, Superannuation, and Retirement Planning, as well as Financial Modelling, Personal Insurance and Estate planning;
  • Prepare for, and take part in, client meetings with the Advisers and other team members;
  • Act as the initial point of contacts for queries from clients and ensure exceptional client service is provided at all times;
  • Coordinate with support teams within the business (including paraplanning and client service teams), to produce, present and implement holistic advice;
  • Completion of Records of advice and other client facing documents;
  • Coordinate tasks pre and post client meetings;
  • Support advisers in meeting their service obligations;
  • Provide coaching and support to develop capabilities among team members;
  • Delegate work to team members, setting timelines for completion;
  • Proactively communicate with clients to determine how the firm can best meet their needs and objectives;
  • Establish and maintain positive relationships with clients, referral partners and other stakeholders.

The Benefits to You

  • A competitive salary package including bonus potential and other incentives

  • Access to structured coaching and development including the Professional Year program

  • Hybrid working arrangement
  • Professional development opportunities
  • Supportive and inclusive professional environment

What we're looking for

  • Strong technical skills with an excellent understanding Superannuation, Retirement planning, Financial Modelling and Investments
  • Experience working with Self Managed Super Funds highly regarded.
  • Be able to commence or have commenced your Professional Year
  • Intermediate – advanced skills in Xplan, as well as Microsoft Word, Excel and Outlook.
  • Demonstrated intermediate level proficiency in Xplan is required for this role.
  • Relevant industry qualification (including undergraduate degree in Business, Economics, Commerce or Diploma of Financial Planning)
  • Minimum of two years industry experience, working in an Associate Adviser, Paraplanner, Client support role or similar

The Company Background

First Financial is a leading wealth management firms focusing on strategic advice for a variety of clients ranging from younger accumulators through to retirees and business owners who all need a holistic professional services firm for their advice needs. Based in Melbourne's CBD, we help our clients to meet their goals and objectives with confidence. Our Advisers and Associates are supported by an experienced and talented Operations department and a team of award winning investment professionals.

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