Associate Adviser

Zanetti Recruitment

Provide high level technical & strategic advisory support to the financial planning team. Prepare recommendations & work directly with clients

  • Attractive salary package reflecting experience and capability
  • Supportive and progressive culture, long term career focused role
  • Deliver strategic advice to HNW clients
The Role
You will attend client meetings, analyse each client's needs, their goals and objectives, then jointly present a strategy meeting their best interests. Your notes and recommendations from the client meetings will then be used to deliver the brief of advice recommendations to the para-planning team. You will project manage the actions, manage workflow among this team and make sure that the strategies are implemented correctly. 

The Business
Non-bank, high profile financial services provider with a large network of offices across Australia. Their commitment to their people has created a culture where leaders are empowered to make decisions and people are able to succeed in a supportive environment that acknowledges and rewards achievement
About You
You will have a strong technical background either as a Para-planner or in strategic advice delivery. To succeed in this position you must be both self-driven and a team player. Attention to detail is paramount. Also having an open mind is essential as this company is big on self-development, enabling their team to become the best they can be, professionally and personally.
  • Completed or willingness to complete FASEA requirements
  • Genuine desire to be in a client-facing and relationship building role
  • Ongoing learning, education, and developmental opportunities
  • Attractive salary package
  • Targeted client profile
  • Senior mentors to learn from

What Next?
Please click on Apply Now.  Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at to organise a time to speak.