This medium sized Financial Planning firm has been providing holistic advice to a variety of clients since 2004 and is very proud of the long term relationship they have in place with their clients and the stability of their staff. As this business gets a lot of referrals from Accounting firms, their clients vary from HNW individuals, to clients with numerous business and family trust structures. Their investment methodology covers all asset classes in a high touch environment
As an Associate Advisor in this business you will be responsible for: Attending client meeting with the Senior Financial Planners Writing some SOAs coving all facets of advice, however this is limited as most SOA’s are outsourced Reviewing investment reports for clients Assisting with the presentation of SOA¹s Being the first point of contact of all client enquiries
In this role, you will be supported by a very senior client services officer and general administrator, as well as a very reputable dealer group that can provide you with up to date investment and global markets information
To be successful you will be degree qualified, with a minimum of 2 years Paraplanning experience, along with a positive attitude and excellent communication skills
In return you will be mentored directly by the business owner/financial planner, provided with one on one training and mentoring and be actively involved in all client meetings.
Career progressing to Advising is a realistic possibility for the successful candidate.
For more information please contact
Kiera Brown Principal Consultant
FS Recruitment Solutions Financial Services Specialists
Suite 11, 60 Siddelley Street Docklands, 3008
Email: kbrown@fsrecruitmentsolutions.com.au www.fsrecruitmentsolutions.com.au Mobile: 0409 598 111 Fax: 03 9636 3522
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