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Associate Adviser

Hays - Perth, WA

Banking & Finance
Source: uWorkin


Our client is an SME sized financial planning firm, located just South of Perth CBD. Passionate about supporting everyday Australian's, the team specialise in providing tailored financial solutions to clients from every walk of life. Due to consistent growth and acquisition of clients early in the year, the team are ready to bring on an experienced Associate Adviser.

Your new role
Initially, you'll come on board to provide technical support whilst developing new and existing client relationships. Reporting to the Advice Team Leader, you'll work closely with other Advisers' and support staff to ultimately service the client to the highest standard. Your responsibilities will include:

  • Preparation of advice recommendations
  • Meeting with clients face to face and answering their queries over the phone
  • Presenting advice documents and strategies
  • Developing new to business client relationships
What you'll need to succeed
You'll have a compassionate, professional approach and understand how to talk to clients from any background. You'll have a well developed understanding of financial planning processes and terminology and hold your DFP as a minimum qualification. You'll have worked in a financial planning firm previously and have a hunger to become a financial adviser in the next 1-2 years.

What you'll get in return
You'll be offered a generous base salary, negotiable dependent on experience and qualifications, and have a clear pathway to becoming an Adviser. You'll have technical support from the in house team, and the opportunity to really develop your financial planning career in a firm that's willing to invest back in you.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508

Job ID: 2410466 Ro1zijyjPLhTiw9f

Posted Date: 08 Apr 21

Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.