Associate Adviser
Core
Deliver high-quality financial advice to existing and new clients, develop client relationships, and assist in creating financial plans to meet client goals.
Role type
Associate Adviser (Financial Planning)
Builds
Financial plans and client advisory services
Domain
Financial Planning
Deliverable
client delivery
Required skills
Financial planning concepts, financial planning legislation and regulations, financial planning software, client relationship development, financial plan presentation, SoA and RoA preparation
Responsibilities
Assist in providing accurate and timely advice to clients, proactively develop new client relationships, apply knowledge to help meet client financial goals, present financial plans to clients, respond to client enquiries, prepare research and documentation for client meetings, supervise the advice process internally, provide guidance to the client experience team, complete Statements of Advice (SoAs) and Recommendations of Advice (RoAs) with admin support.
