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Associate Adviser

Job Title: Associate Adviser
Contract Type: Permanent
Location: Melbourne CBD, Victoria
Industry:
Salary: Negotiable
Reference: 201714_1585532604
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: March 30, 2020 12:43

Job Description

Work within a small boutique financial planning office with dedicated professionals.

The successful applicant will be highly motivated and looking to progress their career including through ongoing education and on the job learning.

Previous experience within financial services is highly regarded including in paraplanning roles dealing with complex strategies.


About the role

Responsibilities will include but are not limited to:

  • Instigating and taking part in client meetings
  • Play a key role in client maintenance, retention and building of relationships
  • Conducting research and constructing appropriate strategies (in conjunction with financial planner) to meet client needs
  • Completing advice documents in a timely manner and in line with industry standards, business policies and procedures
  • Liasise with 3rd party referral networks and key stakeholders - brokers, fund managers and insurers
  • Attend seminars to stay abreast of industry changes and trends

Successful candidate will have the following:

  • FASEA approved qualifications (or on pathway to completing minimum standards)
  • At least 3 years relevant associate adviser and/or paraplanning experience
  • Exceptional written & communication skills
  • High technical profiency in SMSF, family trusts, tax and direct investments
  • Focus on delivering exceptional customer service

In return you will recieve:

  • Ongoing support and training plan to progress your career
  • Opportunity to receive empoloyee share plan after 12 months

To find out more about this opportunity or other in the market, hit 'apply now' or contact via email at adrian.o'donnell@porterallen.com.au

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