Associate Adviser

The Client
Located in East Melbourne, our client is an independently owned and self-licensed Financial Planning & Accounting firm. Our client prides themselves on their ability to provide an exceptional personalised service to a book of medium to HNW individuals. Working within a passionate and technically skilled team, our client is offering genuine training and support for the right individual looking to establish a long term career within the business.  

The Role
Reporting to the Senior Financial Adviser & Managing Director, you will provide quality strategic financial plans and manage investment portfolios for a book of clients. Working closely with the wider team, you will contribute ideas for process improvements and actively work to create a respectful and successful team environment. 

Responsibilities will include but are not limited to:

• Developing strategic and accurate Statements of Advice and Records of Advice
• Supporting Senior Advisers in the preparation of advice and in the review of documents, including data collection and data accuracy
• Working closely with Senior Advisers to manage clients and investment portfolios to ensure they are up to date to report accurate information
• Working closely with Senior Advisers to complete regular reporting requirements for clients, keeping them informed of any portfolio movements
• Ensuring all client data is accurately recorded and maintained in all business systems, including personal, financial, lifestyle and service delivery details (eg. Xplan)

About You
Currently, you will be working as a Paraplanner, Associate Adviser or experienced Client Services Officer within the Financial Planning industry. You will have demonstrated high values, integrity and have strong ethical behaviours. 

To be considered for this role, you need to possess the following attributes:

• Between 2-4 years experience working in Financial Planning, and at least 1 year working in a similar role (Senior Paraplanner or Associate Adviser)
• Deep knowledge of the financial planning process and legislative requirements
• Experience or desire to work in a small team environment
• Knowledge and experience using Xplan is highly desirable
• Excellent knowledge and experience using Microsoft Office
• Great interpersonal and communication skills with internal and external stakeholders
• Strong attention to detail, analytical skills and the ability to work in teams or independently
• Strong problem-solving skills with the ability to prioritise work and manage own time

Perks

• Opportunity for Professional Year
• Great mentorship for development
• Clear pathway to financial adviser 
• Generous salary & benefits
• Recently refurbished & impressive office space
• Great location, close to public transport

Next Steps:
Please submit your CV today if you would like to be considered for this position. Please contact Erin Hart if you would like to discuss any aspect of the role before applying.

Erin Hart
Recruitment Consultant – Atlas Partners
*********@atlaspartners.com.au