Planner Assistant/Associate Adviser

Summary about this job

Detail information about job Planner Assistant/Associate Adviser. Terms and conditions vacancy

• North Sydney location
• Salary $60,000 to $70,000 package
• Flexibility around full/part time

My client has been in operation in the Australian Advice market for over 20 years, operating a be-spoke Wealth offering to a small and unique client portfolio. Boasting a welcoming and supportive culture with targeted training and mentorship to support your career journey, my client are regarded an employer of choice among their peers. 

Joining an experienced and established team of Advisers and Managers, you will perform a role that will offer daily variety and challenges including:

• Adviser support including advice implementation, research, booking of review meetings and client liaison
• Paraplanning and creation of a range of SOA's 
• maintenance of Xplan financial planning software
• Office administration and client service when required 

On offer to the candidate is a friendly and down to earth working environment with the opportunity to progress to a Financial Planner role over the next 2/3 years. 

The successful candidate will be Degree qualified, open to completing their Diploma in Financial Planning, with previous experience in a corporate/financial services environment.  

Please follow the links to apply.