Associate Financial Adviser / Junior Financial Adviser

About the company:
We have partnered with a well-established and reputable financial planning firm who has been in operation for over 20 years. Based in the outer suburbs of the Brisbane CBD, our client provides a professional and high quality service to their client base, which consists of wholesale/HNW clients.

About the role:
Due to continued growth, our client is seeking a qualified and experienced Associate Financial Adviser to assist and work alongside the Senior Advisers in the business. You will have completed your PY and will be responsible for building and maintaining client relationships, attending client meetings, putting together advice strategies, and onboarding new clients. 

Duties:

• Manage a book of clients alongside the director
• Attend client meetings with director
• Develop strategy recommendations
• Handle the day to day client management
• Liaise with outsourced paraplanning team
• Develop your client management skills and progress to generating new client leads and managing clients yourself

• Experience as an Associate Adviser or Junior Financial Adviser
• Already completed PY and is an Authorised rep.
• Completed FASEA required studies
• Experience attending client meetings
• Personable and able to develop client relationships
• Strong knowledge of financial planning practices and regulations
• Good technical ability