Our client is a successful wealth management firm looking for an experienced Associate Adviser to join their continuously growing team. In this recent role, you will be a key player in the delivery of high-quality advice to existing and new clients.
Duties and Responsibilities
Assist in providing accurate and timely advice to existing and recent clients.
Proactively develop recent client relationships and understanding of
Client’s needs.
Apply knowledge to help meet client’s financial goals and assist with plans to meet their financial goals
Assist in presenting financial plans to client
Respond to client enquiries in a timely manner
Assist in preparation of research and required documentation for client meetings
Respond to and manage client communications
Supervise the advice process internally to ensure it is delivered to a timely manner
Provides guidance and mentorship to the client experience team
With support from the admin team, complete SoAs & RoAs for clients and ensure the final document is of a high-quality standard.
Skills & Experience
Previous experience in an associate adviser role
Exceptional written and verbal communication skills
Excellent knowledge of the financial planning industry
Experience with financial planning software
Broad knowledge of financial planning concepts, legislation and regulations
If this sounds like you, please apply via the link below