We have partnered with a highly successful, stable and growing Wealth Management, Accounting, Tax and Audit practice looking for an experienced and driven Paraplanner ready to step up or an experienced associate adviser to join their team as an Associate Private Adviser. You will be working in a supportive team and an established and loyal high net worth client base to secure your future as a Private Client Adviser.
Your role will involve researching, developing and implementing investment strategies for clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.
Key duties include:
Service existing clients within the firms service standards based on their ongoing agreement
Prepare client strategy and research
Maintain communication with client throughout the process
Build and maintain client relationships
Provide detailed and accurate research and calculations for Advisers clients
Develop strategies for clients that meet both the client needs and goals
When required implementation of advice strategies on platforms
Maintain a high level of compliance to ASIC guidelines as outlined within the Professional Standards Manual
Assisting in the training of more junior staff
To be considered for this role you will ideally have:
Proven Paraplanning/Associate Advisor experience wanting to make the next step
Ability and preference for collaborative team work
Experience working with high net worth clients will be highly regarded
FASEA ready or close to completion
Tertiary qualifications mis essential
Xplan experience a bonus
Solid communication skills
An industry leading salary and benefits will be applied to this role that will relate to the successful candidates experience within the industry.
07/09/2020$0CBD, Inner West & Eastern Suburbs1 Banking & Financial Services
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