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Private Client Associate Advisor - Best role in Brisbane

Job Title: Private Client Associate Advisor - Best role in Brisbane
Contract Type: Permanent
Location: Brisbane
Industry:
Start Date: ASAP
Reference: 2641170 - 9
Contact Name: Toby Walsh
Contact Email: t.walsh@ensurerecruitment.com.au
Job Published: February 05, 2018 15:48

Job Description

My client is a highly respected and sophisticated Private Client Advisory firm who offer their clients a truly unique experience setting themselves apart from the rest.    They are renowned for their solid business model and exceptional advice.

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.  They are seeking a motivated and enthusiastic Associate Advisor to join their growing team of professionals. This already established company located in the heart of Brisbane CBD is looking for their next super star to add to their constantly growing team.

Their clients benefit from having access to the full range of advice including Wealth Accumulation, Investment, Superannuation, SMSF, Retirement Planning, Estate Planning, Risk and Business Insurances.

Some of the key responsibilities of the role will include;
  • Assist with management of portfolios
  • Client interaction via client meetings
  • Creation of SOA's from client meetings
  • Relationship building
Key Duties Include:
  • Working directly and being mentored by Private Client Advisors with a variety of daily duties and tasks i.e. completing client documentation, attending client meetings, constructing investment reports
  • Sit in on meetings with the Advisors and the Client and have input to the meeting
  • Being the point of contact for clients in relation to queries, maintaining relationships
  • 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.
  • Gain access to one-on-one professional mentoring as you further develop your career in every aspect, from technical analysis to client engagement
  • Completing client documentation and working closely with Paraplanners
  • Research and Strategy implementation 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
  • 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
About You:
 

To be successful in this role you will require the following;
  • Proven Paraplanning/Associate Advisor experience wanting to make the next step
  • Degree qualified (Preferably Business/Commerce/Accounting)
  • Demonstrable experience in an HNW environment
  • RG146 Qualified
  • Exceptionally passionate about financial planning
  • XPlan experience (desirable)
  • Highly ethical
To be considered for this highly sought after opportunity, please click the "APPLY"button to forward a copy of your resume in strictest confidence.  Alternatively feel free to contact Toby Walsh from Ensure Recruitment on 0404971247 or email t.walsh@ensurerecruitment.com.au