Description:
An exciting opportunity exists for this firm looking to take on a Associate Adviser and a Paraplanner!
This is an exciting new opportunity for a Wealth Management firm located in the CBD. This firm is dedicated to forging strong, collaborative relationships with their clients. They are looking to take on an Associate Adviser and an experienced Paraplanner to the team.
- Attending client and review meetings with adviser, including taking notes of discussions
- Preparing meeting agendas, follow up e-mails to clients summarising meeting and action items
- Work with senior adviser and oversee customer service staff to ensure all strategies are implemented and all client needs are covered
- Assist advisers to satisfy the wealth management needs and solutions of clients according to our on-going client offering.
- Financial Degree or Accounting qualifications.
- A high level of technical capability, in particular superannuation, analytical & numeric skills.
- A general understanding of the economics, financial markets and the financial planning industry.
- SMSF background & understanding of the SMSF environment.
- Significant experience of strategy development and drafting of high level strategic advice documents for affluent clients.
- Exceptional verbal and written communication skills and a strong client service ethic.
- Very comfortable with technology.
- Professional personal presentation and manner.
- Quality training and support
- Career progression
- Opportunity to work in a hybrid setting