*Position Filled* Associate Adviser – Gold Coast/Nthrn NSW – $80k
Associate Adviser required for a busy specialist SMSF practice located on the NSW/Qld border region. Casual, P/T and work from home - to $80k.
- Contract Role + Work from Home
- Direct support to Principal
- Suits Paraplanning or Client Service backgrounds
Specialist SMSF firm located on the NSW far north coast border region requires an experienced support person to work directly with the Principal Adviser.
Primary functions will include:
- File review and support for Client reviews
- Preparation and / or support with ROA & SOA’s
- Client Service interaction
- 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.
Initially a casual part-time position to cover heavy workload and support new client demand, the role may evolve to be full time.
Job Category: Associate Financial Planner Client services Paraplanner
Job Type: Full Time Part time
Job Location: Norwest Parramatta Sydney
Experience: 1-3 Years 3-5 Years
Salary Range: $60-80k $80-100k