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Associate Adviser

Hays - Perth, WA

Banking & Finance
Source: uWorkin

Source: uWorkin


Located South of Perth CBD, our client is an award-winning financial planning firm, specialising in providing tailored financial solutions to a diverse portfolio of clients. Due to a recent restructure within the business, they are looking for an experienced Associate Adviser to join the team.

Your new role
Working closely with Senior Advisers and aided by technical support staff, your main responsibility is to build and maintain wealth for your clients. You'll be tasked with developing new client relationships and nurturing existing clients to ensure they receive the award-winning service. Your responsibilities will include:

  • Strategy development and research
  • Generating new business opportunities
  • Attend client meetings
  • Presenting advice documents to clients
  • Preparation of file notes, completion of fact find and follow up meeting actions
What you'll need to succeed
To be successful in this role you'll be passionate about providing solutions that will improve your clients financial situations. You'll be DFP qualified and ideally have, or be working towards tertiary level qualifications. You'll be driven, eager and motivated to become an adviser in the next 2-3 years'.

What you'll get in return
You'll be working for a reputable Perth based brand with support from some of Perth's most experienced and qualified financial planning professionals. You'll be offered an annual salary of between $70,000 - $80,000 + super and a clear career map to becoming a financial adviser. In addition, you'll be supported by internal and offshore support staff, in a friendly, supportive team setting.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508

Job ID: 2410476 klBp2vLLYL4uHjLG

Posted Date: 29 Mar 21

Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.