Associate Advisor / Paraplanner

My client is a sophisticated well established and highly successful mid tier Accounting/financial planning firm and currently due to natural growth an exciting and highly rewarding opportunity has arisen for an Associate Advisor/Paraplanner to join the team based in the Brisbane CBD offices.

The aim of the role is to provide support to the Senior Advisers to deliver exceptional client service for a team. This role works closely with the clients, external providers and the broader team.
Your role will involve preparing high quality SoA's and RoAs, researching, developing and implementing investment strategies for HNW clients. 

Key duties include:

  • Being involved in the document generation project
  • Producing Records of Advice and Statements of Advice 
  • Designing templates
  • Maintaining file compliance in line with all necessary advice documents
  • Attending team meetings and pro-actively managing work flow
  • Maintaining CPD

As the ideal candidate, you will have experience and qualities as set out below: 

  • Proven Paraplanning Experience 
  • Worked in high performance culture
  • Worked with HNW clients and applicable investments and strategy for the segment
  • Xplan experience
  • Advice document production for 3 years+
  • On the adviser register desirable, not essential
  • Excellent written and verbal communication skills
  • Attention to detail
  • Strong client outcome focus

09/06/2020 $0 Brisbane 1 Banking & Financial Services
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