Associate Financial Adviser | $80K + Super | Canberra

vor 11 Stunden

Central Coast, Österreich Buscojobs Vollzeit

Privately owned mature boutique financial planning firm2 x Offices and 3 x Senior Financial AdvisersDirect Mentoring from a Senior ProfessionalThe position will suit aspiring Financial Advisers looking to take the step into a client facing role and will lead to completing a Professional Year after a settling period.The BusinessThe business specialises in providing advice to professionals, executives, business owners and high net worth individuals.
Their team is led by highly skilled advisers who each have a minimum of 15 years of experience working with clients through challenging periods, including the Global Financial Crisis.The business has the existing company structure:2 x Offices (Brisbane and Canberra)3 x Senior Financial Advisers (2 in Brisbane and 1 in Canberra)3 x Support Staff (2 in Brisbane and 1 in Canberra who will be placed by this recruitment) and additional outsourced ParaplannerThe RoleThe purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients, whilst developing your personal confidence in client facing situations.Assist Financial Adviser(s) with client meetings and presentationsTake responsibility for file notes and action items from client meetingsAssist with the upkeep of Xplan and keep up to date with changes and enhancementsProvide assistance to Financial Adviser support team with client paperwork, preparation of lodgementsAssist Financial Adviser(s) with practice compliance requirementsReview all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)Review / prepare the SOA, submit to Financial Adviser(s) for review and make modifications as requiredReview / prepare relevant Financial Modelling for client situationsUndertake relevant research and development of suitable asset allocation and investments to assist with client's strategy developmentThe PersonTertiary qualified in a discipline such as financial planning, accountingMinimum 2-3 years experience in a CSM / PP support roleSound technical knowledge of current legislative, industry and corporate standardsStrong written and oral communication skillsExcellent client service orientationCompetent with a variety of technology applications e.g.
Office, XPlan, etcSelf-motivated with regards to personal and professional developmentThe BenefitsYou will enjoy a high degree of client facing interaction to develop your advice and relationship skills.
The position is a development role in the business with training, mentoring and progression for the successful candidate.RemunerationA highly attractive salary package will be negotiated for the successful applicant based on skills and experience.#J-18808-Ljbffr

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