Associate Advisor.

Summary about this job

Detail information about job Associate Advisor.. Terms and conditions vacancy

The company:
Practicing in the heart of Sydney CBD, this advice firm are enjoying strong growth and continuous improvement. With strong relationships with high net worth clients, this company is fully committed to providing holistic advice in the best of interests.

• Team environment in modern office
• Company is organically growing.
• Complex advise to HNW clients.

  
The role:
This Associate role will offer you brilliant exposure to client interacting, by supporting the Financial planners in fact finding session. Alongside client interaction, you will also be responsible for investment product research.

• Supporting in client meetings with product positioning and modelling.
• Reviewing Investment reports for clients
• Helping present the SOAs you have written in client appointments alongside the financial planner

  
The candidate:
For this role you will need:

• Experience in Paraplanning/Associate Advisor roles.
• Strong interpersonal skills.
• Diploma in Financial Planning.
• Career Driven and ambitious.

  
  
Career opportunities:
This company is looking for an ambitious associate who is looking to step into an advisor role in the future. This role will offer endless training opportunities and a senior advisor as a mentor.

• Monthly Training sessions and reviews.
• Senior adviser as mentor.
• $80,000 - $90,000.

  
To apply for this role, please send an up to date resume to [email protected] or call 0451831861 For more information.