Associate Advisor / Para Planner

Job Title: Associate Advisor / Para Planner
Contract Type: Permanent
Location: VIC Other
Start Date: Immediate
Reference: PZ2935723
Contact Name: Paul Zantuck
Contact Email:
Job Published: May 15, 2019 16:47

Job Description

My client is a highly successful Global Accounting firm who offer their clients a truly unique experience setting themselves apart from the rest.  

Our wealth management experts specialize in providing a range of advisory and investment services to help our clients achieve their financial objectives.

Some of the key responsibilities of the role will include;
  • Assist the Advisors with managing their portfolios
  • Drafting well written and comprehensive advice
  • Generate complex strategies, financial modelling
  • Provide end-to-end provision of advice
Key Duties Include:
  • Working directly with the Senior Advisors with a variety of daily duties and tasks i.e. completing client documentation, attending client meetings, constructing investment reports
  • Researching, developing and implementing investment strategies for HNW clients.
  • Communicating and building strong relationships with internal and external stakeholders
  • Consistently following compliance and regulatory requirements
  • Service existing clients within the firms service standards based on their ongoing agreement
  • Develop strategies for clients that meet both the client needs and goals
  • Maintain a high level of compliance to FASEA guidelines as outlined within the Professional Standards Manual
  • Develop and maintain a knowledge of platforms, products and services
About You:

To be successful in this role you will require the following;
  • Proven Paraplanning/Associate Advisor experience wanting to make the next step
  • RG146 / ADFP Qualified
  • Exceptionally ambitious and passionate about financial planning
  • XPlan experience (desirable)

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