About the company
This highly regarded and well established self-employed advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to ongoing growth, they are looking for an Associate Adviser to join their team.
...
About the role
In this role, you will work alongside multiple financial advisers and support them with the delivery of complex advice strategies. Your responsibilities will include but won’t be limited to onboarding new clients, preparing advice documents, managing a client portfolio and sitting in on meetings with senior advisers to deliver the advice.
This is an exciting opportunity for an experienced Paraplanner or Associate Adviser to join a reputable business and get exposure to more HNW and wholesale advice, with the view to eventually become a Financial Adviser.
Demonstrated skills
- Minimum of 3 years experience working in financial planning, as a Paraplanner or Associate Adviser
- Understanding of complex investment advice
- Exposure to HNW and wholesale advice highly regarded (however not essential)
- Relevant degree
Benefits
- Attractive salary package
- Career development opportunities - Professional Year on offer down the track
- Hybrid work available
- Great culture
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
