Adviser Assistant / Associate Adviser

International Search Partners; Canberra; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Career development

Hybrid work options

Short work weeks

Wellbeing support

Employee discounts

Competitive salary package

Job summary

International Search Partners in Canberra is seeking a self-motivated Client Services Officer stepping into an Associate Adviser role. You will support advisers and paraplanners throughout the advice process, helping to develop strategic financial planning and client documentation.

The position offers hybrid work, progression into advisory capabilities, training opportunities and a stable environment within a growing national practice.

Qualifications

• Relevant tertiary qualification and experience in financial services.
• Experience as Associate Adviser, Paraplanner, Client Support or similar role.
• Strong technical skills in Retirement Planning, Financial Modelling, Superannuation and Investments.

Responsibilities

• Support Advisers/Partners in developing and providing strategic financial planning and investment advice.
• Proactively communicate with clients and identify how the company can best meet their needs.
• Prepare relevant documentation for meetings and participate in client meetings with Advisers/Partners.
• Ensure advice documents are compliant with industry legislation, regulation, policies and procedures.
• Coordinate production of advice documentation and help prepare SOAs.

Skills

Organizational skills

Attention to detail

Prioritization

Client-focused communication

Xplan CRM

Microsoft Office

Financial services knowledge

Education

Relevant tertiary qualification (industry related)

Tools

Xplan CRM

Microsoft Office

Job description

International Search Partners – Canberra ACT

As leading National Financial Planning and Advice practice who has experienced significant growth in recent years through a combination of strategic acquisitions and organic expansion. The practice offers a stable and progressive environment, with genuine opportunities for training, professional development and progression into a Financial Adviser role.

About the role

We are currently seeking a self-motivated and experienced Client Services Officer to join the growing team as an Associate Adviser. Working closely with a team of experienced Financial Advisers, Paraplanners and support staff, the successful candidate will play an integral role in supporting advisers and their clients throughout the advice process. This is an excellent opportunity for someone looking to take the next step from CSO and develop their technical and advisory capabilities.

Key responsibilities

• Support your Advisers/Partners in developing and providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation and retirement planning
• Proactively communicate with clients and identify how the company can best meet their needs
• Prepare relevant documentation for meetings and take part in client meetings with Advisers/Partners
• Ensure advice documents are compliant with industry legislation, regulation, policies and procedures
• Coordinate production of advice documentation and help prepare SOAs

We are ideally seeking the following:

• Relevant Tertiary qualification, industry related.
• Current industry experience working in an Associate Adviser, Paraplanner, Client Support, or similar role.
• Strong technical skills with an excellent understanding of Retirement Planning, Financial Modelling, Superannuation and Investments.
• Strong organization skills along with attention to detail and the ability to prioritize your workload
• Experienced in the Xplan CRM system and advanced skills in Microsoft Suite.

There a numerous employee benefits provided, including:

• Career development and progression: mentoring from experienced Advisers and Partners, backed by development programs access to latest technology, and further education
• Competitive salary package, flexible working options (Hybrid), short work weeks, wellbeing support and employee discounts.
• Clearly defined career progression with support for Professional Year.

This is a great opportunity to excel professionally within a corporation who values your contribution and provides work life balance.