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:

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
To be considered for this opportunity you will have the following:
  • 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 
In return you will be part of a well established firm with an excellent reputation within the industry. This is an ideal opportunity for someone who is looking to become a face to face Financial Adviser and looking for a stepping stone in to that career path. 

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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