Associate Adviser

CANDOR Recruitment

Our Clients

Our clients are a leading boutique wealth management firm based in Adelaide CBD that have been providing advice for over 25 years. They are currently experiencing growth at the moment and looking for an Associate Adviser to join their team. This position is a Professional Year role and you will work alongside the Director.

The goal is for you to get mentorship so you can start looking after your own book of clients when you finish your PY. There is no expectation for you to hunt clients as clients will be referred to you.

They are have a unique model where they are a high touch, low volume business with a heap of support, so your time will be spent focusing on strategy and overseeing workflow.

We have a second position, open to a Career CSM if you aren't looking to progress down the adviser pathway.

The Role

Join meetings with the Director to meet with new clients to provide strategic and quality advice
Overtime, manage your own book of clients and progress to being a financial adviser.
Conduct research and analysis across superannuation, investments, insurance and retirement planning.
Provide quality advice for clients on complex decisions they need to make regarding their wealth.
Accurately assess Client’s needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.

Experience

3+ years’ experience in Financial Planning
Completed a relevant degree or qualification that meets FASEA requirements
Eager to progress into your Professional year
Excellent communication and interpersonal skills
Ability to work collaboratively in a team environment

Benefits

Immediately start your Professional Year
Clear pathway to become a Financial Adviser Career progression and guidance from experienced advisors
Great Adelaide CBD location - parking available
Be trained by high-performing financial advisers

Please Apply if you are interested in having a confidential conversation or email ***email_hidden*** your resume