CBD - Associate Adviser x 2

Financial Planning Associate positions available with top tier Advice firm.

Location: CBD 

Essential - Permanent Residents of Australia (Permanent Positions)

Are you an experienced Financial Advice Professional looking for new opportunities? The ARP team is currently hiring for multiple positions in CBD.

If you are currently working as an Associate Adviser or a Client Service Manager and seeking a role with a clear career path into Advice, we have the perfect roles for you.

Roles Available:

• CBD: 2 x Associate Adviser position available

Skills and Experience:

• Essential knowledge of the Financial Planning Industry.
• Responsibilities include setting up new clients, maintaining existing clients, managing end-to-end administration of client portfolios, attending client meetings, and supporting senior advisers.
• Opportunity to enroll into PY once ready.
• Interpreting Statements of Advice and preparing necessary applications for Advice presentation.
• Implementation of client paperwork for advice strategies (Superannuation, SMSFs, and Insurance).
• Regular engagement with external providers for timely processing of client applications.
• Support team peers by reviewing work prior to lodgement to ensure minimised errors.
• Diligently record all works in progress and correspondence with clients in the COIN / Xplan database.
• Build and maintain client relationships through regular communication.
• Act as the first point of contact for client queries.
• Liaise with fund managers, brokers, and share registries.
• Implement Advisers' directions efficiently and accurately.

About You:

• Enjoy working in a busy environment with a strong focus on client service.
• Attend client meetings, assisting senior advisers. 
• Take ownership of tasks and follow through to completion.
• Demonstrate initiative, accuracy, and attention to detail with a client-friendly attitude.
• Proactively identify discrepancies with client data and take ownership to correct them.
• Strong written and oral communication skills.
• Minimum 2 years' experience supporting financial planners, taking on Associate Advice tasks.
• Completed or currently studying a Financial Planning degree (Pathway to PY).
• Experience with financial planning software, COIN/Xplan preferred.

If you are ready to take the next step in your financial advising career and meet the above criteria, we want to hear from you! Apply now to join our dynamic team.

Please apply – *****@advancerecruitmentpartners.com.au

If you have been working in a practice and you are ready to make the next step into Advice this could be the opportunity for you. This is a great opportunity to find yourself in a role where you are working alongside professional, experienced advisers who will guide and support your career. You will be involved in face-to-face client meetings, work on advice strategy and become an important conjugate between the adviser and the client. This is a great steppingstone into becoming an Adviser with a solid, professional business.

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW. Alternatively, contact Jenny Craig on  for a confidential discussion or email your resume in a word format to *****@advancerecruitmentpartners.com.au