Job Details
  • Reference381148B_1633077463
  • LocationBaulkham Hills
  • Job TypeFull Time
  • Posted23 days ago
  • ConsultantAnson Lam

The Company:

Our client is a boutique financial planning and mortgage broking firm that provides holistic advice across the board with the goal of providing clients with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for mum and dad individuals who lack strategy to plan and grow their wealth in the most effective way.

The objective of the Associate Adviser role is to deliver quality advice and turn prospective clients into loyal members.

A great opportunity for an experienced Paraplanner or Adviser Assistant who is currently on their PY or looking to start their PY to be part of our growing company focusing on providing a high level of service to its members. This role is ideally suitable for an experienced CSO in financial planning or a paraplanner wanting to take the next step in their career as an Associate Adviser.

The Key Duties:

  • Meet with new and existing clients and walk them through the review planning process as well as regular progress review meetings
  • Research of investment, superannuation and insurance products, strategies and risk profiles
  • Support advisers to support clients and customers
  • Attend introduction meetings and prepare draft product and financial information
  • Prepare models through advice tools and manage the client process
  • Preparation and production of Statement and Records of adviceActing in the best interest of the members with customer service as a priority
  • Manage the client review and renewal process

Skills & Experience:

  • MUST have 2 years'+ experience as a Adviser Assistant or Paraplanner
  • FASEA Approved degree / relevant degree completed or in progress
  • Started PY or looking to start PY
  • Eager to grow into an adviser and handle the end to end process


Please send through your resume to anson.lam@chandlermacleod.com if you are interested in this opportunity