NOW A FULL TIME ROLE!
Associate Financial Adviser required for a specialist SMSF practice located on the NSW/Qld border region.
Office based plus flexibility to work from home once settled - to $80k.
Specialist SMSF practice located on the Gold Coast / NSW border region requires an experienced support person to work directly with the Principal Adviser.
The practice is part of a 4 office national advice business with extensive support services and market leading management and Senior Financial Advisers.
Are you the next in line to be a Excellent Financial Adviser?
Primary functions will include:
Attend client meetings
File review and support for Client reviews
Strategy Preparation and / or support with ROA & SOA's
Assist Client Service & Implementation
Ideal applicants will have:
Experience in a paraplanning or client services role, or have previously worked as a Financial Adviser
Experience working with SMSF clients highly regarded
The role will require several days a week in the office, and once settled can also include work from home.
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📌 Associate Adviser – Gold Coast/nthrn Nsw – $80k New South Wales
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📍 New South Wales