Associate Advisor

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A career defining opportunity for an experienced Associate Advisor that is looking for a role in a growing firm | Dynamic Leadership | Genuine Growth

Summary about this job

Financial Planning

Company: Quinn Allan

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-3-5153-1313

Fax: +61-8-9016-7122

E-mail: n\a

Site:

Detail information about job Associate Advisor. Terms and conditions vacancy

  • Genuine Career Defining Opportunity
  • Work With The Best In The Market
  • Growing Client Base | Varied Role
Company
My client is widely regarded as the best in the market, this reputation has been gained through a combination of a trustworthy, honest approach and the ability to be engaged and proactive with a wide client base.
Since establishing this Financial Services Firm they have gained a loyal following from a broad range of clients. My client is dynamic, passionate and looking for someone that shares the same core values and energy!
  
Role
This is a broad role and the successful applicant will have the opportunity to work closely and support the director of the business in a wide range of tasks, they will also have access to a varied range of client portfolios the majority being high net worth individuals.
This firm is on a growth trajectory and my client is looking for someone that wants to establish themselves with the business during this exciting time. This opportunity is not for the faint hearted, it will be busy, fast paced and a huge learning curve however the benefits are also there, this really is a once in a life time opportunity.
  
Duties
  • Support the Senior Financial Advisor – Attend client meetings / Take accurate and detailed notes
  • Liaise with clients as directed
  • Ensure all documentation is accurate and complete
  • Action and respond to client queries in a prompt fashion
  • Work as the conduit between the clients and Senior Financial Advisor when requested
  • Preparation of a wide range of client documents including emails, insurance quotes, draft strategy letters
  • Attend all client meetings and support the Senior Financial Advisor
  • Ensure all information is collated before client meetings
  • Take ownership of all client documentation
  
Skills and Experience Required
Our ideal candidate will be from a mid-tier or boutique Financial Planning or Consulting firm, they will be passionate, energetic and keen to work directly with a key player in the Financial Planning industry, you will also possess excellent communication skills, in addition you will also require the following:
  • A willingness to learn and a genuine passion for the industry
  • The ability to look at best outcomes for a broad range of clients
  • Strong interpersonal skills
  • Relevant qualifications in the financial planning field
  • Either commenced, completed or willing to undertake RG146
  • The ability to engage confidentially with high net worth individuals
  
This is a wonderful opportunity, for the successful applicant it will be an opportunity to support and learn from someone who is widely recognised as a leader in their field. In this role you will get to work with some amazing clients. The environment is fast paced, energetic and poised for exciting growth! If you are ready to embrace this opportunity and run with it, APPLY NOW!!
  
To APPLY hit the APPLY NOW button and send across your resume, once I have reviewed it I will be in touch..

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