Multiple Paraplanning/Associate Advisor Opportunities!

All vacancies of AustraliaBanking & Financial ServicesMultiple Paraplanning/Associate Advisor Opportunities!

CBD & Eastern Suburbs opportunities available, great time to look for the next step in your financial planning career.

Summary about this job

Financial Planning

Company: Five Recruitment

Location: Melbourne

Work type: Full Time

Salary: Up to $80K + Super

Phone: +61-8-6353-5860

Fax: +61-8-2356-2095

E-mail: n\a

Site:

Detail information about job Multiple Paraplanning/Associate Advisor Opportunities!. Terms and conditions vacancy

Our clients are independently licensed private client advice firms, that deliver bespoke advice solutions to high net worth client base.  They are passionate about providing great client service, with high value and high touch focus.
  
Due to growth within a number of different firms we work with, opportunities have arisen for experienced, capable Paraplanners and Associate Advisors.  You must bring at least 12-24 months paraplanning experience, and the credibility and professionalism to operate in this type of environment.
  
To be considered for these types of roles, you must be able to deliver on the following:
  
-       Excellent technical capability and understanding of advice strategies.
-       Strong working knowledge of X-plan and X-tools modelling.
-       Proven experience working on strategies with HNW clients, the ability to think outside the square and deliver market-leading advice.
-       Credibility to engage with and communicate to sophisticated clientele, as well as internal professional stakeholders
-       An analytical mind, problem-solving attitude and and to reflect the philosophy of the firm, where the client is valued above all else.
  
These are the roles for someone who has the ambition to become an adviser over time, but is taking a long-term career thought process and wants to develop their career in a HNW, sophisticated, professional Collins St environment, or closer to home in the Eastern Suburbs.  
  
If this is of interest, please call Mark Fradkin on (03) 9225 5105 to discuss confidentially, or apply online.

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