Associate Adviser - Professional Year

Candor Recruitment; Newcastle; On-site; AUD 35,000 - 55,000; Part time

Benefits offered by this job

Largest advisory practice in Newcastle

Professional Year opportunity

Training and development focus

Direct client contact and network

Job summary

Candor Recruitment is partnering with a Newcastle-based financial planning practice to support your Professional Year and kick-start your career as a financial adviser. You’ll participate as second chair adviser in client meetings, capture client goals and contribute to tailored financial strategies.

Gain hands-on experience with supervision, work on superannuation, investments and retirement planning, and follow a clear pathway to becoming a qualified adviser in a supportive, growth‑oriented

Qualifications

• 2 years experience as a CSM/Paraplanner.
• Completed approved degree or qualification in financial planning, or close to finishing.
• Excellent communication skills and ability to speak with clients.
• Strong organisational and administrative skills.
• Australian Citizen or PR with full work rights.

Responsibilities

• Join client meetings as second chair adviser and take detailed notes.
• Work on strategy across superannuation, personal insurance, investments, budgeting, debt management, retirement and estate planning.
• Prepare for client meetings with agendas, fact finds and supporting documents.
• Research products and strategies and review advice documents before presenting to clients.
• Support implementation of advice and ongoing reviews for existing clients.
• Build strong relationships with clients and act as a trusted contact.

Skills

Paraplanner experience

Client communication

Organisational skills

Financial planning knowledge

Education

Approved degree in financial planning

Job description

Are you ready to start your Professional Year and take the next step towards becoming a financial adviser? Our clients are an award winning Newcastle based Financial Planning practice.

Our client is passionate about helping clients achieve financial freedom, and they know that starts with a great team. They offer a supportive, growth-focused environment where you’ll have the opportunity to:

• Complete your Professional Year with the guidance and support of experienced advisers
• Join client meetings as second chair adviser and see first-hand how advice is delivered
• Work on client strategy with the adviser and build your technical knowledge
• Follow a clear pathway towards becoming a qualified financial adviser
• Be part of a business that genuinely cares about both its clients and its people

About the business

Are you ready to start your Professional Year and take the next step towards becoming a financial adviser? Our clients are an award winning Newcastle based Financial Planning practice.

Our client is passionate about helping clients achieve financial freedom, and they know that starts with a great team. They offer a supportive, growth-focused environment where you’ll have the opportunity to:

• Complete your Professional Year with the guidance and support of experienced advisers
• Join client meetings as second chair adviser and see first-hand how advice is delivered
• Work on client strategy with the adviser and build your technical knowledge
• Follow a clear pathway towards becoming a qualified financial adviser
• Be part of a business that genuinely cares about both its clients and its people

About the Role

• Completing your Professional Year requirements under the supervision of your adviser
• Joining client meetings as second chair adviser, taking detailed file notes and capturing clients’ goals, objectives and personal circumstances
• Working with the adviser on strategy across superannuation, personal insurance, investments, budgeting, debt management, retirement planning and estate planning
• Preparing for client meetings, including agendas, fact finds and supporting documents, and following up on action items afterwards
• Researching products and strategies, and reviewing advice documents before they’re presented to clients
• Supporting the implementation of advice and the ongoing review of existing clients
• Building strong relationships with clients and acting as a trusted point of contact

Skills and experience

• 2 years experience working as a CSM/Paraplanner
• A completed approved degree or qualification in financial planning (or very close to finishing), so you’re ready to start your Professional Year
• Excellent communication skills – you must be comfortable speaking to clients
• Strong organisational and administrative skills
• Australian Citizen or PR (Must have full work rights)

Benefits and perks

• Work with one of the largest advice practice in Newcastle
• Opportunity to start your Professional Year
• Strong focus on training, support and personal/professional development
• Direct contact with clients and professional network