Associate Adviser

Award-winning Financial Planning firm seeking an Associate Adviser Your new company Our client is an established, award-winning, wealth management firm with a local presence. Due to some internal movements, an opportunity has arisen for a hard-working Associate Adviser to join the team. Your new role You’ll be responsible for ensuring the highest level of service delivery to clients across a range of disciplines including wealth management, investments and insurance. Your proactive management of clients will optimise their financial resources and maximise their financial position. You’ll need to manage team deliverables and maintain the highest standard of technical expertise. What you'll need to succeed You will have at least a years’ technical Paraplanning experience and a keen eye for detail. You’ll be well underway or completed your Graduate Diploma in Financial Planning and have a full understanding of compliance obligations. In addition, it is essential you can build and maintain long-lasting, high quality relationships with clients. You’ll have a passion for Financial Planning and a long-term goal of becoming a Financial Adviser. What you'll get in return You will be rewarded with an attractive salary package and a clear pathway for progression. This organisation has a solid reputation in the market, for their excellent, holistic provision of Financial Advice, giving you the advantage to leverage off an existing strong market presence. You’ll be joining a close-knit team of Planner’s and backed by strong support staff allowing you to give more attention to your clients. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. 2266138
Accounting / Finance
Full Time

Perth Region

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