Associate Adviser
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A large, well established wealth management firm in Melbourne's CBD has an exciting opportunity for an Associate Adviser
Summary about this job
Financial Planning
Company: Stirling Andersen
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-6712-7552
Fax: +61-8-2862-7459
E-mail: n\a
Site: n\a
Detail information about job Associate Adviser. Terms and conditions vacancy
A large, well established wealth management firm in Melbourne's CBD has an exciting opportunity for an Associate Adviser to join their team on a permanent basis. This is a very successful business with a strong affiliation with an established Accounting practice.Working as part of a team you will be responsible for:
- Provide limited advice to clients
- Manage client relationships and attend all client meetings with a Senior Financial Adviser
- Completion of strategic Statements of Advice
- Keeping informed on existing and new products and services offered in order to identify leads and provide solutions
- Ability to meet clients face to face
- Completion any other ad hoc administration duties
- Build strong relationships developing trust and credibility
- Minimum 12 months experience paraplanning
- Exposure to working within Financial Services/ Wealth Management/Advisory practices
- Strong interpersonal skills and a desire to become a Financial Adviser
- Diploma in Financial Planning or Advanced Diploma in Financial Planning
- Excellent communication skills and attention to detail
To find out more about this opportunity, or one of the many others within Financial Planning in Melbourne, contact Steph Langford on 03 8640 5410.
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