Awesome Associate Adviser Wanted

job vacancy

  • Looking For A Great Career Move?
  • Expanding, Innovative Financial Services Firm
  • Diverse and valuable advice delivering great client outcomes

We have carved out a significant presence in financial services in the Peel region and are continuing to expand.  Due to continued demand, we are now seeking to engage a switched on and experienced Paraplanner or Associate Adviser who is looking to expand their career and help us develop an even better service for our clients.

Based in beautiful Mandurah Marina, your time will be spent supporting a group of dynamic and award-winning Financial Advisors, ensuring that the financial planning processes are adhered to through the timely and accurate preparation of financial documentation.  In addition, you will be required to use your technical, product and compliance knowledge to assist and build strong clients relationships.

To be successful in securing this role, you have a minimum of one year’s Paraplanning or Associate experience.  In addition, you will love being a team player who is exceptionally well organised, with a high attention to detail who loves going out of their way to WOW clients. Ideally, you would be seeking to grow into a full Financial Adviser role in the next few years. Intermediate skills in Microsoft Office are essential, require DFP qualification or willing to attain in the short term.  If you are a strong communicator (both verbal and written), possess a positive attitude, have the ability to have fun whilst working under pressure and to deadlines we would love to hear from you.

For a confidential discussion contact Mark Rattigan on 9583 5299 or forward your application and CV in strict confidence to