AddressAre you an experienced Associate Advisor with a keen eye for detail and impeccable organisational skills?
Are you looking to showcase your well-developed paraplanning skills by managing the Paraplanning function, whilst broadening your skills as an Associate Advisor?
Do you want to work with a Senior Advisor that will truly value your contribution to the business, and mentor you should you wish to progress into a future advisory role with the potential of being a future equity partner?
Do you love a close-knit boutique environment where you will be involved in all facets of the business and be an integral part of the advice process and client experience?
If this aligns with you, we're excited to consider the opportunity for you to join a collaborative and supportive team where the opportunities for career progression and personal development are endless.
About our client:
You’ll be joining a multi-faceted, self-licensed boutique firm with a full-service Financial Planning offering, located on the fringe of the CBD in Fitzroy North. Specialising in highly personalised strategic advice to a wide variety of clients, ranging from UHNW to wealth accumulators, our client is known for placing clients' interests first and developing deep, long-lasting relationships with them.
The role:
You’ll be actively engaged in every aspect of the advisory process, from attending new client meetings, developing and researching strategies and products, involvement in the preparation of high-quality, customised SOA/ROA's, and liaising with the Client Relationship Manager to implement recommendations.
About you:
- Experience in a small/midsized financial planning firm, with extensive experience across all strategies.
- Experience in the use of Xplan is preferable.
- High level of proficiency across the Microsoft Office suite, in particular Excel.
- Exceptional organisation and attention to detail.
- A positive team player.
- An unwavering commitment to client satisfaction.
On offer to you:
- A highly competitive salary with future equity.
- Opportunities for professional growth and development.
- A friendly, approachable team environment
- Strong commitment to career progression.
