About the company This growing self licensed financial advice business based in Brisbane has developed a great name and brand over the years. Their team is made up of very experienced and successful Financial Planners who strive for perfection and provide high quality advice to a loyal client base, ranging from wealth accumulators to corporate and High Net Worth individuals.
The business is currently growing and looking to attract an Associate Adviser to join their journey and play a key part in their long term success.
About the role
In this Associate Adviser role you will be supporting a Senior Adviser with providing strategic comprehensive advice to existing clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will assist the adviser with writing a few foundation SOAs but will have full administrative support and your focus will be on minding the book and building strong relationships. You will be provided with training, technical support and advice mentorship.
This role will suit experienced professionals in the financial planning industry who come from either a paraplanner or associate adviser and are looking to become Financial Advisers. This role is open to AR Advisers and Professional Year candidates.
Demonstrated skills
2-3 years experience working in financial planning
Strong business acumen and the ability to build strong relationship
Great understanding of compliance frameworks in the advice industry
Tertiary degree aligned with FASEA education requirements
Benefits
Attractive salary package
Be mentored by a successful and renowned Financial Planner
Provisional Year Program available
Great career development to leadership, technical roles, and much more
Fun social events
To apply for this role, click on the 'Apply Now' button or email [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Please click here to apply.
The business is currently growing and looking to attract an Associate Adviser to join their journey and play a key part in their long term success.
About the role
In this Associate Adviser role you will be supporting a Senior Adviser with providing strategic comprehensive advice to existing clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will assist the adviser with writing a few foundation SOAs but will have full administrative support and your focus will be on minding the book and building strong relationships. You will be provided with training, technical support and advice mentorship.
This role will suit experienced professionals in the financial planning industry who come from either a paraplanner or associate adviser and are looking to become Financial Advisers. This role is open to AR Advisers and Professional Year candidates.
Demonstrated skills
2-3 years experience working in financial planning
Strong business acumen and the ability to build strong relationship
Great understanding of compliance frameworks in the advice industry
Tertiary degree aligned with FASEA education requirements
Benefits
Attractive salary package
Be mentored by a successful and renowned Financial Planner
Provisional Year Program available
Great career development to leadership, technical roles, and much more
Fun social events
To apply for this role, click on the 'Apply Now' button or email [email protected]
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
Please click here to apply.
