Work with a great bunch of high performing passionate people
My client is a professional, independently owned and operated provider and an exciting and highly rewarding opportunity has arisen for an Associate Advisor/Senior Para Planner to join the team based in their Nth West Melbourne office on a permanent basis.
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 as well as Taxation strategies.
Key duties include:
Prepare client strategy and research for SME 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 complex SOA’s 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
Detailed understanding of SMSF’s and Trusts
Develop and maintain a knowledge of products and services
Ensure appropriate and timely follow-up with clients
To be considered for this role you will have ideally:
Bachelor degree preferred
Strong Xplan experience desirable/attention to detail
Strong communication skills and the ability to work autonomously
3-5 years’ experience as an Associate Adviser or a Senior Para planner
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 Paul Zantuck on 03 8637 7320 or email your resume to firstname.lastname@example.org