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Strategic Advice Associate

Details of the offer

National HNW Financial Planning BusinessOpportunity to do your professional yearTake on HNW clients and work with the bestThe CompanyThis highly regarded and well established independent advice firm has offices nationally and has been established for many years. It has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of HNW clients. They have a very collaborative culture and a proven process of delivering great results for their customers.The RoleIn this role you will be working with and supporting Senior Private Client Advisors while also taking on clients yourself. You will be helping enhance the experience of existing wealth clients while developing into a Private Client Advisor yourself. They have full resources and training to be able to support you in all facets of the advice process. You will act as a first point of contact and will also be responsible for maintaining strong relationships.This is an exciting opportunity for an experienced Associate Adviser or Paraplanner who wants exposure with HNW and Wholesale clients in a successful business.Your ExperienceExtensive experience working as a Paraplanner or Associate AdviserVery strong understanding and passion for the advice industryStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryTertiary degree aligned with FASEA education requirementsTo apply online, please click on the appropriate linkAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background. Be careful - Don't provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad .
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Nominal Salary: To be agreed

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