Associate Adviser/ Senior Paraplanner

We are a privately owned self-licensed financial advisory firm dedicated to providing high net worth families exceptional quality, personalised and confidential services.
An exciting opportunity exists in our growing team for a dedicated and professional associate adviser/senior paraplanner.
Working closely with our Principal Advisers and Financial Planning team, you will be responsible for the preparation of high-quality advice for new and existing clients.
The role has opportunity for growth, including the potential to meet with new and existing clients alongside the Principal Adviser.
It is based in our Hawthorn office working 5 days Monday to Friday; this role is not suitable for a contract paraplanner.
The RoleYour responsibilities will include:
Preparation of SoA documentationAssist the Principal Adviser with responding to client queriesEnsuring all advice documents are in line with the compliance requirements of the business and legislationLiaising with clients and professional partnersClient meeting preparation and portfolio reviewsSkills and ExperienceThe suitable candidate will have the following:
Experience in the Financial Services industry as a ParaplannerHigh level of proficiency across the Microsoft Office suiteAbility to prioritise workloadExposure to a Family Office firm highly desirableExperience dealing with clients highly desirablePersonal RequirementsWe are looking for someone who possesses the following attributes:
Strong work ethic and self-motivatedExcellent verbal and written communication skillsThe ability to work to strict timeframes with an analytical and thorough approachHighly organised with the ability to work autonomouslyExceptional attention to detailThis is a great long-term opportunity to support and grow within a highly successful advisory team.
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