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Form of workOur client is a well established financial planning business with offices in Canberra and interstate. They provide comprehensive financial advice and strive to go above and beyond for their clients. Due to growth, they are looking for a CSO/Associate Adviser to join their team.
Benefits: Work with senior financial advisers 2nd chair in client meetings Be involved with the entire advice process Excellent firm with very low staff turnover Career progression and Professional Year on offer Base salary plus bonus Tasks and Responsibilities: Manage a book of clients alongside a senior financial adviser Prepare documents and forms for client meetings Attend client meetings with senior adviser and write file notes Ongoing client contact Maintenance of Xplan database Develop strategies alongside adviser Complete modelling and research for plans Write advice documents Implementation of advice About you: Ideally 2 years of experience in financial advice as a CSO, paraplanner or associate adviser Completed or studying relevant degree is favourable …
Click here to view more detail / apply for CSO/Associate Adviser
