Associate Adviser or Snr Client Services Officer - Wealth Management

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

Benefits offered by this job

Hybrid working arrangement

Mentoring and professional development

Bonuses and incentive potential

Promotional opportunities

Job summary

International Search Partners in Canberra seeks an ambitious Associate Adviser to join its Wealth Management and Accounting practice. You will act as the link between Advisers, Paraplanning and Client Service teams, supporting delivery of holistic financial planning and investment advice.

The role offers extensive mentoring, a clear pathway to becoming a Financial Adviser, opportunity to inherit a client portfolio over time, and a hybrid working arrangement with flexible hours as you progress

Qualifications

• Minimum eighteen months industry experience in Associate Adviser, Paraplanner or similar.
• Strong technical knowledge of retirement planning, financial modelling, superannuation and investments.
• Undergraduate business/economics/commerce degree or Diploma of Financial Planning.
• Experience with Xplan CRM and Microsoft Office.

Responsibilities

• Support advisers in delivering holistic financial planning and investment advice.
• Attend and participate in client meetings with advisers.
• Coordinate pre- and post-meeting actions and tasks.
• Prepare Records of Advice and financial planning documents.
• Act as first point of contact for client queries and provide excellent service.
• Build and maintain positive relationships with clients and colleagues.

Skills

Retirement Planning

Financial Modelling

Superannuation

Investments

Client Service

Education

Undergraduate degree in Business/Economics/Commerce

Diploma of Financial Planning

Tools

Xplan CRM

Microsoft Office

Job description

Associate Adviser or Snr Client Services Officer - Wealth Management

International Search Partners – Canberra ACT

We are looking for an ambitiousAssociate Adviserto join an established and successful Wealth Management and Accounting Practice for their team in Canberra. In this role, you will act as the key link between the Adviser, the Paraplanning and Client Service teams and their clients.

This is the great opportunity for a driven professional who is keen to progress in their Wealth Management career. The practice will provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser. With a large client base, there is a unique opportunity to inherit a client portfolio over time, allowing you to transition across into an Adviser role.

Key responsibilities will include:

Support the Advisers in the delivery of holistic and strategic financial planning and investment advice, including Superannuation & Retirement Planning, Investments, Cash flow & Financial Modelling, Personal Insurance, and Estate Planning.

Attend and take part in client meetings alongside the Advisers.

Coordinate and complete pre and post meeting action items and tasks.

Preparation of Records of Advice (ROAs), strategy documents and financial documents.

Act as the initial point of contact for all client queries and ensure exceptional client service is provided at all times.

Establish and maintain positive relationships with clients, colleagues and stakeholders.

We are ideally seeking:

A minimum of eighteen months 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.

Relevant industry qualification such as an undergraduate degree in Business, Economics, Commerce, or a Diploma of Financial Planning.

Experienced in the Xplan CRM system and advanced skills in Microsoft Suite.

Solid organizational skills, excellent attention to detail, and a genuine desire to deliver exceptional service to clients.

Benefits will include:

A competitive salary package including bonus potential and other incentives.

Extensive mentoring, support, and professional development as you progress toward becoming an Adviser.

Hybrid working arrangement, flexibility and compressed work hours.

Supportive and inclusive professional environment, with promotional opportunities.

This is a great opportunity within a reputable and successful practice providing a long term opportunity and career progression.