Associate Adviser / Paraplanner

Our client is a well-established and professional Financial Planning Practice with multiple locations. Due to an internal promotion, a new position has been created for an experienced Associate Adviser who is passionate about Financial Planning and seeking a progressive career path within the industry.

Reporting to the Practice Principal, your role will be aligned to the Senior Financial Planner, assisting in the development and delivery of technical and strategic financial advice for a range of clients including retirees and high networth individuals.

 Your responsibilities will include:

• Attend client meetings, completing fact find information and developing file notes.

• Research and assist in the development of appropriate technical and strategic advice.

• Assist in the Paraplanning process, developing and formulating Statements of Advice and Records of Advice.

• Be the first point of contact for clients, delivering solutions for client inquiries.

• Facilitate the advice review process.

• Maintain accurate client information to meet compliance and reporting requirements.

• Create positive client experience.

We are seeking a motivated and driven individual who is keen to learn and has the following skills:

• Experience within Financial Planning, supporting Advisers administratively and ideally developing Statement of Advice documents.

• Ability to prioritize workflow to achieve business and client outcomes.

• Have a solid understanding of Investments, Superannuation & Retirement planning.

• Competent in using Microsoft Office Suite and Excel, AI and various platforms.

• Strong communication skills, able to work well with other team members and clients.

• Strong attention to detail and analytical skills.

• Close completion of Financial Planning or Tertiary qualification.

This is a great opportunity to be part of a successful and progressive team within a company who will support your career progression with ongoing training. Income is competitive and according to experience.

For further information and confidential discussion please contact Shelly on [0413 957 089](tel:0413 957 089) or send your application through Seek.