Boston Stanley Recruitment Services | Associate
Vor 5 Tagen
Join one of Perth's most respected financial planning firms, renowned for its exceptional workplace culture, as they seek a dedicated Associate to support their next phase of growth and expansion.
What's different about this opportunity?
PY Commencement: This firm is committed to supporting the completion of your Professional Year (PY), offering the opportunity to commence after one month of starting your role—if you're ready to take the next step.
Supportive Culture: Undeniably one of Perth's best cultures.
Collaborate with highly respected advisers, including the firm Principal, in a culture that prioritises mentorship, teamwork, and personal growth.
Wide Range of Advice Strategies: Go beyond basic advice to deliver holistic solutions, including complex retirement strategies, debt reduction, cash flow management, estate planning, investment advice, succession planning and more.
Strong Growth Trajectory: Join a firm with a steady inflow of new clients and robust growth, offering clear pathways for career progression and leadership opportunities.
Competitive Remuneration: Receive a highly competitive salary that reflects your skills and contributions.
Focus on clients and strategy: Regularly engage in client meetings and strategy discussions from day one, accelerating your professional growth.
Dedicated paraplanning and implementation teams free you up to focus on being client facing.
Flexibility: Enjoy flexible start and finish times, allowing you to balance work with personal commitments.
Equity Participation: High performers will be considered for future equity participation.
Day to day
Pre-Meeting Preparation: Prepare data, projections, and materials required for review and new business meetings.
Client Meeting Participation: Attend client meetings from day one, working closely with senior advisers across the business.
Post-Meeting Coordination: Act as a project coordinator, ensuring all follow-up actions are completed promptly and effectively.
Financial Strategy Development: Collaborate on a wide range of advice strategies, including retirement planning, cash flow analysis, estate planning, succession planning, insurance and general business advice, amongst others.
About You
Integrity and Care: You demonstrate unwavering integrity and a high level of care for clients and colleagues, fostering trust and strong relationships.
Experience: You possess foundational financial planning knowledge, gained via previous roles in client services, paraplanning, or as an Associate Adviser.
A well-rounded understanding of the advice process is highly advantageous.
Attitude Over Competence: You bring a positive, proactive attitude to the workplace, with a willingness to learn and grow.
The firm values hiring individuals with the right mindset and providing them with the tools and training needed to succeed.
Ambition for Career Growth: You have a genuine desire to progress into an Advisor role.
Express your interest:
Please send your application to Ben Stokes - or click the 'Apply Now' button below.
We appreciate all applications, but only shortlisted candidates will be contacted.
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