Associate Advisor
Attractive salary package
Newcastle
Work life balance / wfh options
About the company
...
this job offer closes 14 august 2026
job details
this job offer closes 14 august 2026
summary
- newcastle, new south wales
- au$ 55,000 - au$ 80,000 per year
posted 14 july 2026
- reference number
- 90M0710738_910400449405855593
randstad professional
we bring diverse and pre qualified professional talent and businesses together to connect the right people with the right roles. by building specialized teams, we help individuals flourish in their careers and businesses succeed.
job details
This growing financial advice business based in Newcastle has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a great culture and fun team that work really well together.
Due to recent growth, they are looking for an Associate Adviser to join their journey and play a key part in their long term success.
About the role
This role will see you working closely with one of 3 advisors the practice has. You will be sitting in all client meetings and developing a relationship with the client. You will be supporting the clients with communication in the form of updates and administration as well as supporting the advisors with preparing reports, financial plans ect.
The business already has parpaplanning both internal and outsourced however an experienced paraplanner with some client service experience would do really well in this role.
Your Experience
- 3+ years experience working in Paraplanning, CSM or Support Role in Wealth Management
- RG146 qualifications
- Understanding of compliance frameworks in the advice industry
- Strong attention to detail and strong communication skills
- XPLAN Experience
To apply online, please click on the appropriate link
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.
experience
2 yearsAssociate Advisor
Attractive salary package
Newcastle
Work life balance / wfh options
About the company
This growing financial advice business based in Newcastle has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. They have a great culture and fun team that work really well together.
Due to recent growth, they are looking for an Associate Adviser to join their journey and play a key part in their long term success.
...
About the role
show more
This role will see you working closely with one of 3 advisors the practice has. You will be sitting in all client meetings and developing a relationship with the client. You will be supporting the clients with communication in the form of updates and administration as well as supporting the advisors with preparing reports, financial plans ect.
The business already has parpaplanning both internal and outsourced however an experienced paraplanner with some client service experience would do really well in this role.
Your Experience
- 3+ years experience working in Paraplanning, CSM or Support Role in Wealth Management
- RG146 qualifications
- Understanding of compliance frameworks in the advice industry
- Strong attention to detail and strong communication skills
- XPLAN Experience
To apply online, please click on the appropriate link
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.
experience
2 yearsqualification
- RG-146
