Associate Financial Advisor - Client Facing

Job Title: Associate Financial Advisor - Client Facing
Contract Type: Permanent
Location: Brisbane
Start Date: ASAP
Reference: 2641170 - 4
Contact Name: Toby Walsh
Contact Email:
Job Published: January 09, 2018 10:33

Job Description

My client is a sophisticated, well established and highly successful private client advisory firm who offer their clients a truly unique experience setting themselves apart from the rest.  Currently due to natural growth an exciting and highly rewarding opportunity has arisen for an Associate Advisor to join the team based in the Brisbane CBD offices on a permanent basis.

Your role will involve researching, developing and implementing investment strategies for HNW & UHNW clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.

Key duties include:
  • Maintain and nurture existing client base
  • Provide back up to Private Client Advisors client base when require
  • Sit in on meetings with the Advisors and the Client and have input to the meeting
  • Service existing clients within the firms service standards based on their ongoing agreement
  • Conduct initial and fact find meetings
  • Prepare client strategy and research
  • Maintain communication with client throughout the process
  • Build and maintain client relationships
  • Provide detailed and accurate research and calculations for Advisers clients
  • Develop strategies for clients that meet both the client needs and goals
  • When required implementation of advice strategies on platforms
  • Maintain a high level of compliance to ASIC guidelines as outlined within the Professional Standards Manual\
  • Develop and maintain a knowledge of platforms, products and services 
  • Ensure appropriate and timely follow-up with clients 
  • Take ownership of tasks and follow through to completion
To be considered for this role you will have ideally:
  • Proven Paraplanning/Associate Advisor experience wanting to make the next step
  • DFP Qualified and ideally ADFS qualified 
  • Tertiary qualifications preferred
  • Xplan or COIN experience a bonus
  • Solid communication skills
Please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404 971 247 or

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