Wealth Management Associate Adviser — Hybrid & Growth Path

International Search Partners; Canberra; Híbrido; AUD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid working arrangement

Mentoring and professional development

Bonuses and incentive potential

Promotional opportunities

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Retirement Planning

Financial Modelling

Superannuation

Investments

Client Service

Educación

Undergraduate degree in Business/Economics/Commerce

Diploma of Financial Planning

Herramientas

Xplan CRM

Microsoft Office

Descripción del empleo

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