AddressOperating for over 17 years this practice is well known in the Geelong Area for providing great advice to the locals. With a thriving fun dynamic team they are seeking for Associate Adviser to join their team.
About the Role
If you are working as a CSO or paraplanner and want to move to the next stage
in your career. Then this is the right pathway for you to become a trained Advisor.
- Providing an exceptional level of service to clients by being the first contact for information pertaining their financial affairs
- Have technical skills to assist and eventually develop strategies after client meetings
- Be part of the client meetings when developing strategies
- Providing administration duties with implementation (application processing) if required
- Entering client notes on their chosen Financial Advisory CRM
- Preparation of client packs if required
- Putting the technical strategies together ready to be sent to Paraplanner
- Assisting with preparing client SOAs, ROAs and required correspondence
- Once SOA comes back vetting the Advice document and making changes if needed
- Knowledge in using Financial Planning softwares (Adviser Logic)
- Correspond with clients via emails
- Assisting in preparing client review reports
- Generating FDS for all clients and service agreements
- Be familiar with Best Interest Duties
- Ensuring compliance standards are maintained
To be considered you will have high attention to detail, be technical and can organise, plan and prioritise your time with outcomes.
This role would suit someone that enjoys financial planning and wants to make this a career opportunity.
To be considered for this role
- Must have pass FASEA
- Bachelor's degree in Finance or related field
- 2-3+ years' of industry experience
- Strong understanding of Risk, and Super
- Tech Savvy
- Excellent interpersonal skills - "Must have a good attitude", "positive outlook on life".
What's on offer
- $75-$80K plus super
- Opportunity to be mentored to becoming an Advisor in the future. There is no set time limit if you want to accomplish it early then go for it. This firm is ready to take on more Advisers.
- Learning from experienced operators
- Great hard working team environment
To apply email your CV to *****@advice2talent.com or contact Carolina on 0412740***.
Additional information
- Surf your way to the Associate Advisory Team
- Market Leaders of Geelong
- Want to deal with clients?
