Description

Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this new role, you will be a key player in the delivery of high-quality advice to existing and new clients.Duties and ResponsibilitiesAssist in providing accurate and timely advice to existing and new clients.Proactively develop new client relationships and understanding ofClient's needs.Apply knowledge to help meet client's financial goals and assist with plans to meet their financial goalsAssist in presenting financial plans to client Respond to client enquiries in a timely mannerAssist in preparation of research and required documentation for client meetingsRespond to and manage client communicationsSupervise the advice process internally to ensure it is delivered to a timely mannerProvides guidance and mentorship to the client experience teamWith support from the admin team, complete SoAs & RoAs for clients and ensure the final document is of a high-quality standard.Skills & ExperiencePrevious experience in an associate adviser roleExceptional written and verbal communication skillsExcellent knowledge of the financial planning industryExperience with financial planning softwareBroad knowledge of financial planning concepts, legislation and regulationsIf this sounds like you, please apply via the link below