Associate Adviser

I am working with a client who is looking for an Associate / Financial Planner that has solid Paraplanning skills who is looking to take the next step in their career. You will be rewarded with support, training, and growth to have your own client base. You will also be rewarded with a competitive base and bonus potential.

The Business:
  • Private Client base that has been developed through referrals and quality service
  • Small team with an open forum policy on sharing ideas and thoughts
  • Long standing client relationships with a high touch environment
  • Located Brisbane CBD near public transport
 
The Role:
  • You will be the 2nd Adviser in the business directly supporting the Principal
  • Completing Paraplanning modelling, research, and implementation of strategy
  • Work with HNW individuals for tailored Strategy and Advice & SMSF experience
  • Be part of a team that shares ideas and respects opinions of others
 
About You:
  • High attention to detail and previous experience with complex strategy
  • Completed ADFP & and your professional year, AR status is needed for this role
  • Willingness to learn and develop your skills to become a Senior Adviser
  • Solid CRM / XPLAN and database management skills
 
If you want to learn more about this role, please contact Phil Smith on 0416576473 or apply directly via the advertisement.
 


22/03/2021
Brisbane (Brisbane)
Permanent
Banking & Finance
BH-359690
Phil Smith
I am working with a client who is looking for an Associate / Financial Planner that has solid Paraplanning skills who is looking to take the next step in their career. You will be rewarded with support, training, and growth to have your own client base. You will also be rewarded with a competitive base and bonus potential.

The Business:
  • Private Client base that has been developed through referrals and quality service
  • Small team with an open forum policy on sharing ideas and thoughts
  • Long standing client relationships with a high touch environment
  • Located Brisbane CBD near public transport
 
The Role:
  • You will be the 2nd Adviser in the business directly supporting the Principal
  • Completing Paraplanning modelling, research, and implementation of strategy
  • Work with HNW individuals for tailored Strategy and Advice & SMSF experience
  • Be part of a team that shares ideas and respects opinions of others
 
About You:
  • High attention to detail and previous experience with complex strategy
  • Completed ADFP & and your professional year, AR status is needed for this role
  • Willingness to learn and develop your skills to become a Senior Adviser
  • Solid CRM / XPLAN and database management skills
 
If you want to learn more about this role, please contact Phil Smith on 0416576473 or apply directly via the advertisement.
 


22/03/2021
Brisbane (Brisbane)
Permanent
Banking & Finance
BH-359690
Phil Smith