Associate Advisor/Para Planner

Reference Number:
PZZ2948905
Salary:
$70000 to $80000
Location:
Work Type:
Permanent
  • Small family business
  • Competitive Remuneration
  • Great work/life balance
My client is a professional, independently owned and operated provider and an exciting and highly rewarding opportunity has arisen for an Associate Advisor/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:

  • Working directly and being mentored by successful financial planners with a variety of daily duties and tasks i.e. completing client documentation and constructing complex SOA’s etc.
  • Communicating and building strong relationships with internal and external stakeholders
  • Consistently following compliance and regulatory requirements
  • 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:
  
  • RG146 Qualified 
  • Bachelor degree preferred
  • Xplan experience desirable/attention to detail
  • Strong communication skills and the ability to work autonomously
  • 1-2 years’ experience as an Associate Adviser or as a 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 p.zantuck@ensurerecruitment.com.au
Date Posted:
11/06/2019
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Consultant contact details

Consultant name: 03 8637 7320

Email address: p.zantuck@ensurerecruitment.com.au