Associate Adviser

Job No: RS27919
Location: Doncaster East, Vic

  • EARN an Excellent Salary Package + Incentive Program! 

  • Successful & Growing Boutique Financial Services Practice!

  • Great Opportunity to Learn & Grow With the Business!

  • Extensive Mentoring & Professional Development!

  • Become an Integral Part of a Friendly & Relaxed Environment!

 


Our Client


Our client is a financial services practice, providing a wide range of financial advisory services including holistic advice regarding wealth creation, superannuation support as well as accounting and tax planning guidance. Committed to serving their loyal client base within a friendly and professional environment, our client offers a financial service unparalleled in the market today. 

The Opportunity


Our client is seeking an Associate Adviser to join their company in Doncaster East, VIC with the potential to earn an outstanding salary package, which will be negotiable dependant on experience. You will also benefit from a generous employee incentive program! Work close to home in either a Part-Time or Full-Time capacity- an example of how our client allows you to work in conditions that best suit you. 

Within this position, you will benefit from the mentoring of industry-leading professionals via a formal development program allowing you to achieve further career specialisation.  

Whilst assisting the Senior Advisor, this role will provide a variety of tasks including:


  • Provide quality financial planning advice to prospective and existing clients
  • Liaise with clients and other stakeholders to support the client experience
  • Maximise the value of existing client relationships through the delivery of superior ongoing service
  • Actively promote the company as the financial service hub of choice 
  • Source client referrals that match the ideal client profile 

To be successful in this role you will be degree qualified with 4+ years client services experience and also be RG146 compliant, ADFS preferred. Additionally, experience using XPLAN software will be advantageous.

This role will suit an individual that is enthused by the opportunity to learn and grow both professionally and personally within a supportive, positive environment. You will receive unparalleled coaching and mentoring, whilst also being afforded the autonomy to work in the manner that best suits your individual style! 

If you are a mature, ambitious and enthusiastic individual then you are encouraged to apply today to seize this career-defining opportunity! 

 

IMPORTANT: Application Form Instructions (Please Read)

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Good Luck from the Recruit Shop Team!

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