A new opportunity has been created within a mid-size practice with locations across NSW. The practice is well established and are renowned for their professionalism and quality service provided to clients. Due to an internal promotion, a new position is available for an Associate Adviser to work alongside one of the Senior Advisers assisting in the development and delivery of technical and strategic financial advice for a range of clients including Retirees, Wealth Creators, Government employees etc.
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Key responsibilities will include:
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- Attend client meetings, completing fact find information and file notes using AI.
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- Research and assist in the development of appropriate technical and strategic advice.
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- Develop and formulate Statements of Advice and Records of Advice.
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- Be a point of contact for clients, delivering solutions for client inquiries.
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- Facilitate and take part in the advice review process.
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- Maintain accurate client information to meet compliance and reporting requirements.
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- Be part of a cohesive team,
delivering positive client outcomes.
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We are ideally seeking the following experience:
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- Experienced Associate or Senior Client Services Officer with paraplanning experience.
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- Ability to prioritize workflow to achieve business and client outcomes.
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- Strong technical knowledge across Investments, Superannuation & Retirement planning.
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- Competent in using Microsoft Office Suite and Excel, AI and various platforms.
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- Strong communication skills, able to work well with other team members and clients.
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- Strong attention to detail and analytical skills, able to produce accurate reports.
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- Close completion of Financial Planning or Tertiary qualification
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This is an excellent chance for a motivated individual who is passionate about financial planning and enjoys working as part of a team assisting clients to achieve their financial goals. The company will support your career progression through ongoing training and professional year development.