AddressThe company
One of Melbourne's leading Wealth Management firms is looking for a strong Associate Advisor to join their team. They are looking for someone with a high level of emotional intelligence when it comes to their clients and their own development. This organisation has extremely low turnover, an excellent client base and a brilliant reputation. You won't want to miss out on this opportunity!
The Role
Second chair client meeting, develop strategy in conjunction with advisers and prepare recommendations. You'll be allocated existing fee paying clients for review. You'll attend client meetings, analyse each client's needs, their goals and objectives in conjunction with the principal adviser, then jointly present a strategy meeting their best interests. Your notes and recommendations from the client meetings will then be used to deliver the brief of advice recommendations to para-planning and in times of overflow, assist paraplanning to create the SOA's. You will project manage the actions, manage workflow among this team and make sure that the strategies are implemented correctly.
About You
You will have a strong technical background either as a Paraplanner or an Associate Advisor. To succeed in this position you must be both self-driven and a team player. Attention to detail is paramount.
- Ideally Degree qualified
- 3 years + within financial planning
- Genuine desire to be in a client-facing and relationship building role
Please get in touch for a strictly confidential conversation to find out what's available at the moment.
Please email Courtney - ********@integraterecruitment.com.au
