Associate Financial Adviser - Hybrid, Career Progression

International Search Partners; Canberra; Hybrid; AUD 70,000 - 95,000; Full time

Benefits offered by this job

Career development and progression

Hybrid work options

Wellbeing support

Employee discounts

Job summary

International Search Partners – Canberra ACT is seeking a self-motivated Client Services Officer advancing to Associate Adviser. Join a team of advisers and paraplanners to support clients through the advice process and develop your advisory capabilities.

You will contribute to retirement planning, investments, and financial modelling while liaising with clients and preparing SOAs. Hybrid work options and career progression opportunities are provided.

Qualifications

• Relevant tertiary qualification in finance or related field.
• Experience in client services/support or associate adviser roles preferred.
• Strong understanding of retirement planning, superannuation, investments and financial modelling.

Responsibilities

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

Skills

Organization

Attention to detail

Prioritization

Xplan CRM

Microsoft Suite

Retirement Planning

Financial Modelling

Superannuation

Investments

Education

Tertiary qualification in finance

Tools

Xplan CRM

Microsoft Suite

Job description

International Search Partners – Canberra ACT is seeking a self-motivated Client Services Officer advancing to Associate Adviser. Join a team of advisers and paraplanners to support clients through the advice process and develop your advisory capabilities.

You will contribute to retirement planning, investments, and financial modelling while liaising with clients and preparing SOAs. Hybrid work options and career progression opportunities are provided.