Associate Adviser

Fuse Recruitment; Melbourne; Vor Ort; AUD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Mentorship

Professional development

Support for further studies

Friendly office environment

Zusammenfassung

Fuse Recruitment in Melbourne is seeking an Associate Adviser to join an established financial services firm. You’ll work with experienced Advisers, build your technical knowledge and develop the skills to progress your career.

Ideal candidates may come from Client Services Officer, Paraplanner or Associate Adviser roles and are willing to learn, pursue relevant financial planning qualifications and take ownership of their development.

Qualifikationen

• Some experience working alongside Advisers in a financial planning firm.
• Progress towards, or willingness to undertake, financial planning qualifications
• Strong attitude and willingness to learn and develop in financial planning

Aufgaben

• Support Advisers in the preparation and delivery of financial advice.
• Assist with development of Statements of Advice and Records of Advice.
• Research investment, superannuation and retirement planning strategies.
• Attend client meetings and help prepare meeting documentation.
• Build and maintain strong client relationships.
• Liaise with clients, product providers and other stakeholders.
• Support implementation and ongoing review of client strategies.

Kenntnisse

Client communication

Attention to detail

Organizational skills

Proactive attitude

Stakeholder liaison

Ausbildung

Relevant financial planning qualifications

Jobbeschreibung

Take the next step in your financial planning career!

Are you working in financial planning and ready to take the next step towards becoming a Financial Adviser?

This is an exciting opportunity to join an established financial services firm as an Associate Adviser, where you'll work closely with experienced Advisers, build your technical knowledge and develop the skills needed to progress your career.

We're looking for someone with a genuine interest in advice, a strong foundation in financial planning and the ambition to grow into the role. You don't need to have years of experience as an Associate Adviser, what matters is your attitude, potential and willingness to learn.

The Role:

Working alongside experienced Financial Advisers, you'll gain exposure to all aspects of the advice process, gradually building your confidence and capability across:

• Supporting Advisers in the preparation and delivery of financial advice.
• Assisting with the development of Statements of Advice and Records of Advice.
• Researching investment, superannuation and retirement planning strategies.
• Attending client meetings and helping prepare meeting documentation.
• Building and maintaining strong client relationships.
• Liaising with clients, product providers and other professional stakeholders.
• Supporting the implementation and ongoing review of client strategies.

About You:

You might currently be working as a Client Services Officer, Paraplanner or Associate Adviser and be looking for an opportunity to take that next step.

Ideally, you'll bring:

• Some experience working alongside Advisers in a financial planning firm
• A genuine interest in developing your technical advice knowledge
• Progress towards, or a willingness to undertake, relevant financial planning qualifications
• Strong attention to detail and organisational skills.
• Confidence communicating with clients and internal stakeholders
• A proactive attitude and willingness to take ownership of your development

What's on Offer?

• An opportunity to step into an Associate Adviser role
• Direct mentorship and exposure to experienced Financial Advisers
• Learning and development to help build your technical capability
• Support with further studies and professional qualifications
• A social and friendly office environment with monthly drinks and invitations to industry events
• A clear opportunity to build a long-term career in financial planning