Associate Adviser – Gold Coast/nthrn Nsw – $80k The Hills …, The Hills Shire

NOW A FULL TIME ROLE!

Associate Financial Adviser required for a specialist SMSF practice located on the NSW/Qld border region. Office based plus flexibility to work from home once settled
- to $80k.

Specialist SMSF practice located on the Gold Coast / NSW border region requires an experienced support person to work directly with the Principal Adviser.

The practice is part of a 4 office national advice business with extensive support services and market leading management and Senior Financial Advisers.

Are you the next in line to be a Outstanding Financial Adviser?

Primary functions will include:

Attend client meetings

File review and support for Client reviews

Strategy Preparation and / or support with ROA & SOA's

Assist Client Service & Implementation

Ideal applicants will have:

Experience in a paraplanning or client services role, or have previously worked as a Financial Adviser

Experience working with SMSF clients highly regarded

The role will require several days a week in the office, and once settled can also include work from home.

J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3qwdmr