Paraplanner/Associate Advisor

Stitch Recruitment

Award-winning Financial Advice Practice with a longstanding client base of over 20 years. Support 2 Advisors with strategy and client management.

  • Career Development - Financial Advisor Pathways
  • Collaborative and Supportive Work Culture
  • South Perth Location
The Company:
This organisation has gone through extraordinary growth, fast establishing themselves as one of Perth's leading advisory firms. They are focused on ensuring their clients receive the best outcome and service for their portfolio. 
  
The Role:
As the Paraplanner/Associate Advisor, you will be working alongside the firms leading Advisors. Providing support across a diverse portfolio of clients, you will assist the Advisors with the management of their portfiolio whilst working with them to develop holistic advice strategies. 
  
Your ability to take initiative, use sound judgement to effectively evaluate ideas and create strategies is paramount. You enjoy working strategically while building long term professional relationships with clients and adding real value to their financial security and goals. 

Duties:

  • Assisting witht the management of ongoing requirements of existing clients
  • Booking and attending client meetings to aid with the delivery of strategic advice
  • Assisting with client SOA presentations
  • Assisting with client reviews
  • General day to day client management
  • Liaising with Financial Institutions and Product Providers
  • Maintaining compliance
  
About You: 
  • Previous experience within Financial Advice; ideally as a Associate Advisor or Paraplanner
  • Highly compliance focused
  • Excellent attention to detail and communication
  • Minimum Education and tertiary qualifications under FASEA
  
The Benefits:
  • Career progression - join a firm that grow and further their staffs development
  • True Advisor career path
  • Supportive and collaborative team environment
  • Great culture - team social events, monthly and quarterly team functions
  • Central location with parking onsite 
  • Salary up to $80,000 + Super
If you are seeking your next role then Stitch has got you covered - APPLY NOW