Associate Advisor - Erina

Job Title: Associate Advisor - Erina
Contract Type: Permanent
Location: Australia - NSW
Reference: 2843093
Contact Name: Toby Walsh
Contact Email:
Job Published: February 18, 2019 12:47

Job Description

My client is a professional, well established financial services provider and an exciting and highly rewarding opportunity has arisen for an Associate Advisor (or experienced Paraplanner) to join the team based in the Erina offices (NSW Central Coast) on a permanent basis.  

There is a very clear and transparent career path to move into a face to face financial planning role gaining all the training and development required to become successful. They are known for having a team of highly qualified advisers, providing advice across Wealth Creation & Investment Strategies, Self-Managed Super, Retirement Planning, Debt & Risk Management, Estate Planning, Insurance, Mortgages and Lending as well as Taxation strategies.

Key duties include:
  • Prepare client strategy and research for HNW clients - provide recommendations to advisers
  • Working directly and being mentored by successful financial planners with a variety of daily duties and tasks i.e. completing client documentation, attending client meetings, constructing investment reports etc.
  • Being the point of contact for clients in relation to queries, maintaining relationships etc
  • 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
  • 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 
To be considered for this role you will have ideally:
  • DFP/RG146 Qualified and ideally ADFS qualified 
  • Tertiary qualifications preferred
  • Xplan or COIN experience a bonus.
  • Strong communication skills and the passion to be an Adviser
  • Experience as an Associate Adviser or a Paraplanner 
To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Wealth Management sector, please contact Harry Cooper on 0404854737 or email your resume to

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