Associate Adviser
Core
Support Private Wealth Advisers and Advice Teams by preparing advice documents, conducting financial research, and attending client meetings to deliver optimal outcomes for clients.
Role type
Associate Adviser (Paraplanner)
Builds
Financial advice files and client service support
Domain
Financial Services / Wealth Management
Required skills
Financial modelling, tax planning, superannuation knowledge, retirement income streams, investment analysis, social security understanding, XPLAN software proficiency, advice document preparation
Preferred skills
FASEA qualification, paraplanning experience, Client Relationship Manager experience
Responsibilities
Conduct financial research and calculations for Statement of Advice, provide proactive support to clients and advisers, comply with firm policies, assist with client service tasks, conduct financial modelling, attend client meetings and take notes