At a Glance
- Tasks: Support Senior Advisers in delivering strategic financial advice and preparing client documentation.
- Company: Join a leading firm in Canberra with a focus on client advisory and paraplanning.
- Benefits: Gain valuable experience, mentorship, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on compliance and accuracy.
- Why this job: Make a difference in clients' lives by helping them achieve their financial goals.
- Qualifications: Paraplanning experience and strong knowledge of investments and retirement planning.
The predicted salary is between 63000 - 77000 $ per year.
International Search Partners – Canberra ACT is seeking an Associate Adviser to support Senior Advisers in delivering technical and strategic financial advice for retirees, wealth creators, government employees, and other clients. You will participate in meetings, prepare fact finds, and contribute to SOA/ROA drafting while ensuring compliant, accurate client records.
The ideal candidate has paraplanning experience, strong knowledge across investments, superannuation and retirement planning.
Associate Financial Planner in Canberra employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
