Paraplanner / Associate Adviser

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$75000 - AU$85000 per annum + Super
REF: BBBH93229_1492756854

The Client

My client is a mid-size financial advising firm with a professional, friendly culture and a proven track record of promoting from within. This role sits within the Associate Advising team which is a definite stepping stone for those wanting to become a financial planner and involves working with the leading adviser in the business, meaning that you will have daily face to face contact with a High Net Worth client base and will work exclusively on complex strategies.

In the past 6 months a number of staff members have been promoted from this team into advising positions. As a result of these promotions they currently seek a talented associate adviser with strong technical and people skills and the ambition to move into future roles within the business.

The Role

Your role will involve:

  • Work closely with your financial adviser as you discuss objectives, strategy and structure.
  • Conduct financial modelling and strategy assessment which focus on clients financial needs.
  • Attend client meetings during the initial fact-find and advice presentation.
  • Write complex Statements of Advice.
  • Conduct financial product research across multiple strategies, including: investments, superannuation and insurance.

The Candidate

Successful candidates will have:

  • At least 6 months experience as a paraplanner and a strong technical knowledge of all strategies.
  • RG146.
  • The ability to build rapport with advisers and present professionally to clients.
  • A high level of integrity and a professional demeanour.
  • A pro-active approach to career development
  • Ability to show initiative and offer suggestions and alternatives.
  • Superior problem solving, analytical and conceptual skills.

If you would like to apply for the role, please do so ASAP and I will respond with feedback to all applications as quickly as possible.

Julian Soames
Senior Consultant - Banking and Financial Services