We have partnered with a highly successful, stable and growing Wealth Management, Accounting, Tax and Audit practice looking for an experienced and driven Senior Paraplanner ready to step up or an experienced Associate Adviser to join their team as an Associate Private Adviser. You will be working in a supportive team and an established and loyal high net worth client base to secure your future as a Private Client Adviser.
Your role will involve researching, developing and implementing investment strategies for clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.
You will be joining an outstanding team of high performing individuals with a long history of providing 'fee-only', client centric advice, aimed at helping them to achieve their non-financial objectives by delivering great financial outcomes.
Combining a high level of technical expertise, and genuine interest in our client’s ambitions, they develop wealth creation, tax minimisation, retirement, superannuation (incl. SMSF) and asset protection strategies that encompass far more than just money management and investments.
Under our own license, you will work closely with our Directors and Senior Advisors, to provide sophisticated, tailored advice to our successful business owners, high level executives and ultra-high net worth families.
Your responsibilities will include: