Aspiring Financial Adviser – Gold Coast/Hybrid – Growing Wealth Management Firm – 9 Day Fortnight + Career Pathway
Core
Support Advisers in managing client relationships and delivering holistic financial advice across wealth creation, superannuation, retirement planning, insurance, investments, and estate planning.
Role type
Associate Adviser / Client Services professional with adviser exposure
Builds
Client financial strategies and advice documentation
Domain
Financial advice / Wealth management
Deliverable
client delivery
Required skills
Financial planning qualifications (progressing or completed), Xplan proficiency, regulatory compliance knowledge, client relationship management, strategy development, research and analysis, documentation preparation, record maintenance
Preferred skills
Experience as Adviser, Client Services Officer, or Paraplanner, strong organizational skills, independent work capability, proactive career mindset
Technologies
Xplan
Responsibilities
Support Advisers in managing client relationships, assist with strategy development, prepare advice documentation, conduct research for client recommendations, maintain client records, ensure regulatory compliance, liaise with clients and staff, implement client strategies, monitor client outcomes
Seniority
Mid-level, career pathway focused