Associate Advisor, Inner City, Circa $65,000
- Location:
-
Victoria jobs
- Salary:
- 80000
- Company:
- Link Recruitment
- Job type:
- Permanent jobs
- Date posted:
- 15/11/2009 03:57
- Job id:
- 45948449
- Contact:
- Kiera Brown
- Ref:
- Totaljobs/3236510-M ELPJ40808
- Excellent opportunity for a paraplanner to set up
- Very sociable and team orientated culture
- Training and support provided
This boutique financial planning business who specialise in advising young wealthy executives, are currently looking for a paraplanner, or associate advisor with significant wealth management experience to join their successful team.
With an existing team of reliable and professional individuals, this organisation experiences very low turn-over so this is a rare opportunity.
Initially you will be responsible for the preparation of highly technical Statements of Advice and Client Review S.O.A's. In addition you will oversee client documentation and respond to queries from clients relating to non-advice issues.
Once you have proven that your paraplanning skills are of the desired standard, you will be immediately mentored in to an Advising position.
A sound understanding of all aspects of the financial planning process including Asset Allocation, SMSF, Retirement, Taxation, Estate Planning and Wealth Protection will be highly regarded.
You will ideally have tertiary qualifications in business commerce or a related field. In addition, you will be PS 146 compliant and enrolled in or completed your DFP or ADFS.
This is an excellent opportunity for an experienced professional to test their skills in an exciting role with an organisation that is recognised as an industry leader
To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Kiera Brown on 03 8319 1111.
Ref No. MELPJ40808.
LINK Recruitment changed its name to Randstad on 14th September. All that's changed is the LINK Recruitment name - we're the same people, with the same commitment to providing you with access to the best range of career options.
