associate advisor in northern beaches

posted
job type
permanent
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job details

posted
location
northern beaches, new south wales
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0359941_1536131691
phone
00 00
apply now

job description

This well-established firm is one of the Big 4 Banks in Australia. It is known for providing fantastic career growth opportunities and excellent training in the advice industry. Their team is made up of passionate and hardworking individuals who are committed to providing holistic advice to their customer base. Their Northern Beaches based team is looking for an Associate Financial Planner to join their team.

You will be mentored by two very successful Senior Financial Planners and will be provided with an existing book of clients to service. You will support these Financial Planners and meet a wide range of clients coming from both retail and business space. You will have full administrative and paraplanning support and your role will focus on building relationship with clients as well as working closely with advisers.

This is a great opportunity for a Senior Client Service Officer/Manager or Paraplanner looking to become Financial Planner and work for a strong and well established brand.

You will have your DFP and an approved business degree. You will have previous experience in the wealth management industry in a similar role or in client service/paraplanning. The right person will be rewarded with a very attractive salary package and great career development opportunities.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Paraplanner, Client Service, Associate Adviser

qualification

DFP, Business Degree

educational requirements

Associate Degree/Diploma