Associate Advisor

  • Toowoomba
  • Permanent
  • Mon Oct 22 05:16:16 2018
  • 200001891

Our client, a leading financial services practice based in the heart of Toowoomba, is seeking a permanent, full-time Associate Advisor to join their results-driven, professional team.

Reporting to and working closely with a Senior Financial Advisor, the Associate Advisor will coordinate and connect the Paraplanning and Client Support teams, and will be responsible for the following key duties:

  • Attending client meetings with Senior Advisor, as required
  • Providing technical support and recommendations to ensure client strategy development is compliant
  • Undertaking financial modelling and projections, product research and preparing quotations
  • Preparing strategy research and investment recommendations
  • Responding to client enquiries
  • Working collaboratively with the Paraplanning team to prepare and check advice documents for compliance
  • Working collaboratively with the Client Support Team in responding to technical and/or advice implementation queries

Applicants should possess the following qualifications and experience:

  • Diploma qualified in Financial Planning
  • Previous experience in a Financial Advice or Paraplanning role
  • The ability to research and develop financial strategies
  • High level proficiency with the Microsoft Office suite; XPlan experience highly desirable
  • Developed financial market knowledge and technical skills
  • High level attention to detail
  • A demonstrated and committed client focus

An attractive salary package is on offer to the successful candidate.