Associate Financial Adviser - Client Solutions

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 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.