Associate Adviser
Progress your career with Australasias leading provider of integrated financial advisory & accounting services.
Summary about this job
Financial Planning
Company: Centric Wealth
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-3-9346-7840
Fax: +61-7-6068-2518
E-mail: n\a
Site: n\a
Detail information about job Associate Adviser. Terms and conditions vacancy
Who are we?
Centric Wealth is a leading wealth management firm, providing our clients with personalised advice and solutions for their complete financial well-being. We believe that clients invest in our advice for a financial return, emotional benefits and as a way to ensure that their best laid plans are not derailed.
We put our clients at the heart of everything we do. We are able to do this because Centric Wealth is not owned by a large financial institution. We are not owned by a financial institution, bank, or insurer, so we work with you to help you find the best solutions for your lifestyle and personal circumstances. This gives our clients the confidence that comes from advice that is both expert and holistic.
About The Role
Our established Brisbane financial planning team is looking for a dynamic Associate Adviser to join our national business.
Our vibrant Brisbane office offers a full suite of Accounting and Financial Services including financial planning, investments, risk insurance, corporate benefits, lending and general insurance as part of our family office services.
This role would involve supporting the Principal Financial Advisers in providing strategic financial planning and investment advice to their client base with potential to progress to an adviser with your own client base. The Associate Financial Adviser acts as a point of contact for client queries and coordinates any actions required from client review meetings.
Key Responsibilities
- Proactively communicate with clients and assist to determine how Centric Wealth can best meet their needs
- Assist the Financial Adviser to provide strategic financial planning and investment advice including, investment structures, estate planning, superannuation and retirement planning
- Prepare for and take part in client meetings with the Principal Financial Adviser
- Look for opportunities to broaden existing client's scope of work within the firm
To be successful in this role, you will ideally have:
- Passion for a career as a Financial Adviser;
- A relevant Bachelor’s degree;
- A Diploma or Advanced Diploma of Financial Planning qualified or equivalent;
- An interested in achieving or studying towards CFP;
- 3 + years’ experience in similar role.
- Strong attention to detail and the ability to prioritise your workload;
- Excellent communication skills both written and verbal;
- The ability to work in a team environment;
If you are looking for a new opportunity within a dynamic firm which will give you career progression and real client contact, then this is the role for you!
Please note that only successful candidates will be contacted.