Associate Advisor

2 months ago


Melbourne, Australia William Buck Full time
You will be responsible for:
- Collaborating with senior advisors to devise and prepare financial planning strategies
- Attendance at client meetings
- Financial modelling
- Assist in managing client relationships, ensuring their needs are met and exceeded
- Preparation of advice documents as required
- Liaising with fund managers and third parties

About you:
- Bachelor’s degree in relevant discipline
- A minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice
- Strong understanding of the financial planning process
- Experience in preparation of SOA and ROA
- Proficiency with XPlan financial planning software
- Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships
- Demonstrated ability to meet deadlines, prioritise workflow, and manage projects

What weoffer:
- Competitive salary commensurate with experience
- Opportunities for career growth and professional development in an expanding team
- Collaborative and supportive work environment that fosters learning and innovation

To join our team, please click on the link and apply today – we arewaiting to meet with you



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