Associate Adviser - Well established, high performing boutique

Profusion Group

Rare opportunity for an experienced professional looking for a position supporting a small team of Advisers. Client focussed role with paraplanning.

  • Sydney CBD location
  • Long term progression into Adviser role if desired
  • Excellent salary and benefits
Company Overview 

Our client is a highly regarded firm that offers holistic advice to their well-developed book of clients. Due to growth this organisation is now seeking an Associate Adviser to support a team of Advisers.  Along with being provided ongoing professional development, you will have the opportunity to work alongside a team of people who are the best in their field.

Role Overview 

Support a team of Advisers with developing strategies that meet their client's individual objectives, financial situation and needs. The role will entail helping the Advisers manage clients, attend meetings, complete all implementation and research, write a range of Strategies as well as be the first point of contact for their clients.
  • Assist in preparing SOA's and related documentation
  • Follow up actions from client appointments and follow through requests to clients for information
  • Implement client recommendations from financial plan, limited advice and financial review documents
  • Maintain and track client portfolios utilising Xplan
  • Complete ROA meetings with clients 
Skills and Experience required:
  • Minimum of 2-3 years experience as a Paraplanner or Associate Adviser
  • RG 146 compliant and working towards CFP
  • FASEA approved Degree 
  • Polished presentation
  • Ability in building and maintaining client relationships
Whats on Offer

This is a great opportunity to learn and develop your skills from working with a team of very experienced Advisers in an environment where the client comes first.

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now directly to Chris Gordon.