As the Financial Adviser Associate the purpose of the role is to provide qualified and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.
Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and presentations.
Mentoring and advancement role.
Financial Adviser Associate | HNW | $********k
Complex SMSF / HNW Client Book
Dedicated Client Service Support Team
Boutique Practice - National Business
Advance to PY Year
The Role
Assist Financial Adviser(s) with client meetings and presentations
Take responsibility for file notes and action items from client meetings
Assist with the upkeep of Xplan and keep up to date with changes and enhancements
Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
Assist Financial Adviser(s) with practice compliance requirements
Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
Oversee the preparation of SOA's, review with the Senior Financial Adviser(s) for review and make modifications as required
Review/prepare relevant Financial Modelling for client situations




Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development
The Person
Tertiary qualified with an approved degree
Minimum 2-3 years experience in a CSM/PP support role
Sound advice and retirement technical knowledge
Working knowledge of current legislative, industry and corporate standards
Strong written and oral communication skills
Excellent client service orientation
Competent with a variety of technology applications e.g. Office, XPlan, etc
Self-motivated with regards to personal and professional development
The Benefits
Close mentoring from a Senior Financial Planner in a business purely focussed on providing outstanding client advice and education.
This is a fast paced busy environment, and you must be prepared to get your hands dirty.
You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.
Remuneration:
A highly attractive salary package circa $******k will be negotiated for the successful applicant based on skills and experience.
A full brief on the company and position will be provided on application.
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📌 Financial Adviser – Associate | Gold Coast
🏢 Personal Choice Financial Advisors
📍 Gold Coast