Job Details
  • Reference372523D_1618559580
  • LocationSydney
  • Job TypeFull Time
  • Posted20 days ago
  • ConsultantAnson Lam

The Company:

Our client is a self-licensed boutique that provides holistic advice across the board with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients 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 Client Service Officer (CSO) 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 Planner.

The Role:

The role is dynamic and challenging as it demands an energetic, results focused and self-driven individual. You will be responsible for supporting Financial Planners in providing high quality financial planning services and research to both existing and new clients through the provision of phone based professional financial services to attract and retain clients. The plan is to have you step into an Adviser position in the next 12 - 24 months to service a book of clients.

The Key Duties:

  • Implementation of plans
  • Preparation and production of Statement and Records of advice
  • Support advisers to support clients and customers
  • Prepare insurance quotes and investment models
  • Producing financial plans in line with agreed targets
  • Research of investment, superannuation and insurance products, strategies and risk profiles
  • Acting 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 CRM or paraplanner
  • FASEA Approved degree / relevant degree completed or in progress
  • XPLAN experience is desirable
  • Eager to grow into an adviser

Please send through your resume to or click on the apply button below.