International Search Partners – Canberra ACT
As leading National Financial Planning and Advice practice who has experienced significant growth in recent years through a combination of strategic acquisitions and organic expansion. The practice offers a stable and progressive environment, with genuine opportunities for training, career development and progression into a Financial Adviser role.
About the role
We are currently seeking a self-motivated and experienced Client Services Officer to join the growing team as an Associate Adviser. Working closely with a team of experienced Financial Advisers, Paraplanners and support staff, the successful candidate will play an integral role in supporting advisers and their clients throughout the advice process. This is an excellent opportunity for someone looking to take the next step from CSO and develop their technical and advisory capabilities.
Key responsibilities
Support your Advisers/Partners in developing and providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation and retirement planning
Proactively communicate with clients and identify how the company can best meet their needs
Prepare relevant documentation for meetings and take part in client meetings with Advisers/Partners
Ensure advice documents are compliant with industry legislation, regulation, policies and procedures
Coordinate production of advice documentation and help prepare SOAs
We are ideally seeking the following:
Relevant Tertiary qualification, industry related.
Current industry experience working in an Associate Adviser, Paraplanner, Client Support, or similar role.
Solid technical skills with an excellent understanding of Retirement Planning, Financial Modelling, Superannuation and Investments.
Strong organization skills along with attention to detail and the ability to prioritize your workload
Experienced in the Xplan CRM system and advanced skills in Microsoft Suite.
There a numerous employee benefits provided, including:
Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs access to latest technology, and further education
Competitive salary package, flexible working options (Hybrid), short work weeks, wellbeing support and employee discounts.
Clearly defined career progression with support for Professional Year.
This is a great opportunity to excel professionally within a corporation who values your contribution and provides work life balance.
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