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Associate Adviser


Join a collaborative team working with HNWC clients in an established organisation Your new company You will work in the wealth arm of a prestigious accounting firm working in a supportive team that encourages each employee to reach their full potential. They work closely with their clients to offer the most tailored advice that will support their needs. Your new role As the Associate Adviser your responsibilities will include: Working closely with your Principal Advisers Providing tailored advice to a diverse client base across a range of advice topics Building a trusted relationship with both new and existing clients Preparing advice documents as per the Advisers recommendations Maintain and implement compliance standards What you'll need to succeed Diploma of Financial Planning and a relevant degree Previous experience within the Financial Planning industry Paraplanning experience is advantageous Proficient in Xplan Strong organisational skills and the ability to work both individually as well as part of a team Exceptional written and verbal communication skills and well presented What you'll get in return You will have an attractive salary package with the opportunity for long term career and progression.

You will have the chance to work with one of the largest financial advice firms and get fantastic training opportunities. 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 contact Annabel Bassil on Annabel.Bassilhays.

com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231 LHS 297508 2499577.

Date19 June 2021

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Accounting & Finance Jobs


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