Associate Adviser

Opportunity to learn from an experienced team of advisers, Genuine growth within the firm, Help expand our Sydney team..

Who are we

At Kofkin Bond & Co our people focus on protecting and growing clients wealth, with a relentless focus on consistent delivery over time. Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to all our clients needs, building relationships while helping clients to recognise and realise their financial goals and ambitions.

Who

An individual who thrives on finding solutions! You enjoy working autonomously, assisting team members to reach their potential, and helping out where needed. Youre analytical, results-driven, and have a high attention to detail. You also have the skillset to work intimately with an advisor to achieve results.

The Role

With expert advice and highly personalised service being core to the business, this Associate Adviser role offers the opportunity to:

  • Actively support our Sydney based Principal Adviser
  • Work closely with the Melbourne based team to help service clients.
  • Attend client meetings
  • Contribute to quality advice strategies & enhance your financial planning technical knowledge
  • Be involved in the preparation and production of SOAs and ROAs
  • Maintain compliant client files and notes.
  • Act as a right-hand person to this adviser

Skills 

  • DFP qualified as a minimum;
  • Strong written and verbal communication skills;
  • Proven practical paraplanning skills and expertise;

Why you should apply

We are a rapidly growing firm with a Family feel! We want someone special to join our Family and to be a big part of our plans. We have recently expanded into Sydney and this is an opportunity to be at the core of that growth. We are committed to the personal and professional development of all team members and to understand each employee's values.

27/07/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume