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Associate Adviser

HAYS - Perth, WA

Banking & Finance
Source: uWorkin


Excellent career opportunity with one of Perth's preeminent wealth management practices.

Your new company
An opportunity has arisen for an experienced Associate Adviser or a Paraplanner looking to take the next step in their career to join a self-licensed practice in Subiaco. Excellent opportunity to join one of Perth’s preeminent wealth management practices.

Your new role
Reporting to one of the financial advisers, you will be primarily responsible for delivering tailored financial advice to their client base. Your duties will include but not be limited to:

  • Attending and coordinating client meets, including preparation of necessary meeting documents.
  • Providing input to financial planning strategies and undertaking research for client strategies; providing wide-ranging technical support to the adviser.
  • Production of advice documents as required (Statements and Records of Advice)
  • Liaison with clients which includes preparation for client meetings, providing post meeting follow-up and responding to client queries generally;

What you'll need to succeed
  • Previous experience as paraplanner or associate adviser ideal.
  • Relevant tertiary qualifications with necessary qualifications to be a licensed adviser being desirable, or at least able to demonstrate progress towards these.
  • Excellent client relationship management skills.
  • Clear passion and necessary soft skills to develop into a client-facing adviser.

What you'll get in return
  • Competitive salary range – likely around $75k-$80k + super depending on experience/qualifications.
  • Self-licensed practice doing full range of holistic financial planning services.
  • Large social culture, with strong emphasis on collaboration and teamwork.
  • Clear and transparent progression into client-facing role.

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 on (08) 9324 2353.
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 #2505884