Associate Advisor - Fast Track to Advisor?
Generous remuneration package|Exceptional working culture|No SOA Writing| Opportunities like this don't surface often. Due to continued growth, an excellent opportunity exists for an Associate Advisor to join one of Perthâ€™s leading wealth management firms. The Good Bits Enjoy mentorship from experienced Advisors â€“ leverage 10 years of experience in the industry.
A direct pathway to Advisor exists. Whilst there is no fixed timeframes, an 12-24 month transition is realistic. A strong focus on internal culture has created a company that is regularly recognised as an â€˜employer of choiceâ€™.
In time, build your own business within a business as you build your own client base. Enjoy plenty of client interaction, including attendance in most meetings. Day to Day Regularly attending client meetings.
Undertake detailed research and analysis of insurance, superannuation and investments, remaining focused on providing a holistic service offering. Work closely with experienced Advisors to develop sound financial planning strategies/recommendations for clients. Manage Statement Of Advice workflows with the internal technical services team.
Review client files to ensure compliance requirements are met. Support the implementation of â€˜best practiceâ€™ systems and processes. Some realistic expectations Youâ€™ll be responsible for broad range of tasks â€“ itâ€™s important youâ€™re comfortable rolling up your sleeves and helping the team as required.
Whilst it's not regular, you will be expected to work additional hours if and when the work load demands it. A solid work ethic is important. About you You have a minimum of 2-5 years of experience in the Financial Planning industry Significant exposure to XPLAN Software (preferred but not essential) A genuine interest in investments A clear understanding of compliance and industry legislative requirements Relevant Tertiary qualifications How to Apply To apply, click the 'Apply' button below, or email your application through to BenBostonStanley.
com Shortlisted candidates will be contacted within 48 hours of application..