Job Description

NOW A FULL TIME ROLE!

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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.

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Specialist SMSF practice located on the Gold Coast / NSW border region requires an experienced support person to work directly with the Principal Adviser.

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The practice is part of a 4 office national advice business with extensive support services and market leading management and Senior Financial Advisers.

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Are you the next in line to be a Excellent Financial Adviser?

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Primary functions will include:

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Attend client meetings
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File review and support for Client reviews
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Strategy Preparation and / or support with ROA & SOA's
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Assist Client Service & Implementation
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Ideal applicants will have:

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Experience in a paraplanning or client services role, or have previously worked as a Financial Adviser
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Experience working with SMSF clients highly regarded
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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 Hatfield
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