Adviser Associate

Exceptional workplace culture and benefits, Professional development and growth opportunities, Be part of a motivated, winning team.

Adviser Associate Gold Coast

The role of an Associate Adviser is focused on providing exceptional client service and administrative assistance to the Advice team, as well as developing the skills required to become a professional Adviser. Strong organisational skills, high attention to detail and the ability to work both autonomously and with multiple stakeholders will make this a challenging and rewarding role for the right candidate.

Key Responsibilities

  • Formulating and preparing Statements of Advice (SOA) documents across a wide range of financial strategies;
  • Unique customisation and ability to provide a solution to the client's specific needs and circumstances;
  • Responsible for assisting both Wealth and Strategy Advisers with the proactive management of a client's affairs;
  • Ongoing client maintenance, preparing for annual progress meeting's and managing/preparing any compliance obligations eg. Opt in and IMA reviews;
  • Develop and manage internal relationships with the Advisers and key external service providers to create and maintain administrative and operational efficiencies;
  • Assisting with the implementation of advice for clients;
  • Investigating client queries and drafting responses;
  • To be proactive and communicate effectively with advisers and clients;
  • Maintain system (Xplan) integrity;
  • Show initiative to better improve outcomes for all stakeholders of the business;
  • Ongoing Client Maintenance;
  • Private Wealth Adviser and Strategy Adviser Support to help our clients achieve their goals;
  • Continually improve through education and experience;
  • Strive to innovate and contribute to Elston leading the industry;
  • Be motivated by improving a client's position and in doing so improve your own.

Qualifications and experience:

  • Relevant FASEA-approved degree;
  • Completed tertiary education in an area complementary to the role;
  • Appropriate industry specific qualifications and/or experience in a similar position within a financial services or wealth management firm will be advantageous.

About us

Elston is one of the largest privately owned and operated financial services company in Australia, with offices in Queensland, New South Wales and ACT.  Our team is guided by a set of core principles, including professionalism, discipline, integrity and service. We promote innovative thinking and continuous improvement to provide customised financial solutions to our clients.

 

22/03/2021 $0 Gold Coast 1 Banking & Financial Services
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