- Bespoke Recruitment Services
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Drop us an email: simon@simonburkerecruitment.com.au
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Call us: 0478 301 575
- Get In Touch
With over 25 years’ experience in recruitment, both in London and across Australia, Simon Burke has developed an enviable reputation for the supply of quality staff for the financial services industry. Offering in-depth sector specific insight, market mapping and talent acquisition.
A fantastic opportunity has just become available for an Associate Adviser. This is a continually expanding business that pride themselves on their friendly and supportive working environment, as well as their superior levels of complex, holistic client advice to HNW clients.
The Duties of an Associate Adviser are:
- Providing high quality support and technical assistance to the Principal Adviser.
- Working alongside the Principal Adviser in meetings, liaising between paraplanning and administration.
- Strategy Development: discussion with Adviser.
- Assist Principal Adviser in the preparation of Advice documents to assess and formulate appropriate strategies.
- Attend client meetings in collaboration with the adviser and contribute to the presentation and discussions.
- Research products, strategies and prepare product comparisons and ensure they meet client’s needs and objectives.
To be successful as an Associate Financial Planner you will need:
- Previous experience gained from the Wealth Management industry. You may be an Associate already looking for a new environment, or perhaps you have been working in a Client Service / Implementation / Financial Planners Assistant role and be ready for the next step.
- XPLAN experience preferred
- Diploma of Financial Planning (DFP) qualification preferred
- Exceptional communication skills, both verbal and written.
- The desire and ability to work in a team environment.
- Intermediate computer skills.
In return for joining this platinum rated practice you will be rewarded with a salary of $75,000 - $85,000 + Super and an excellent career pathway as well as flexible working conditions.
To apply for the role please email your resume to simon@simonburkerecruitment or to learn more about the role call Simon on 0478 301 575.
Ideally, you will be currently working within the Financial Planning industry as a Client Service Officer / Mgr. and have demonstrated high values, integrity, and with high ethical behaviours.
Duties and Responsibilities:
- Providing high quality support and technical assistance to the Principal Adviser.
- Support Financial Advisors through effective diary management, file management, and pre-and-post meetings so that they are organised, informed, and prepared to perform their roles effectively and efficiently
- Maintain compliance standards throughout the advice process.
- Prepare advice documents, primarily Records of Advice (ROA’s).
- Address client queries promptly, accurately, and courteously in a warm, professional, and personalised manner
- Prepare, process, and follow up on all client applications, redemptions, switches, review material, and other ad-hoc paperwork.
- Update and maintain detailed information on clients in XPLAN
- Complete ad-hoc administration duties as required
- Research, investigate and stay up to date with financial planning products, services, compliance requirements, financial market trends, and events.
Attributes we are seeking in an applicate:
- Prior experience in a similar role
- Experience using financial planning software (preferably XPLAN) and MS Office applications.
- An understanding of financial management processes, current compliance and financial planning practices, products, and regulatory regime.
- A team player who enjoys working in a tight-knit team and is eager to assist and help their teammates. The team enjoys a laugh and working hard in a progressive workplace.
- A passion for building and maintaining strong business relationships with those internal and external to the business.
- Strong written and verbal communication and negotiation skills.
- Excellent time management and organisation skills.
- The desire to take pride in one’s work, with thoroughness and attention to detail.
Benefits:
- Flexible and inclusive work environment
- Supportive Exec team working to grow client base and staff at all levels of the business.
- Multiple locations across Perth and WA
- Career development & training
- Up to $80k + Super (depending on experience)
To apply for the role please email your resume to simon@simonburkerecruitment or to learn more about the role call Simon on 0478 301 575.
Seeking a suitably experienced Paraplanner to be part of a Financial Planning team. Ideally, you will be currently working within the Financial Planning industry as Paraplanner demonstrating high values, integrity, and with high ethical behaviours.
The role will work alongside a financial planning team and assist broader accounting staff to provide a range of first-class financial planning services to our client base.
Duties and Responsibilities:
- Preparation of Financial Plans (Statement of Advice) and assist Financial Advisor in presentation thereof to prospective clients.
- Prepare and Present client portfolio reviews.
- Liaise with prospective and existing clients in conjunction with the Financial Advisor
- Keep abreast of legislative, technical and taxation changes.
- Maintain product knowledge.
- Work as a member of the Financial Planning team.
Attributes we are seeking in an applicant:
- Good knowledge of the financial planning industry including broad range of products and services offered through fund managers, platform providers, life companies and other financial planning intermediaries.
- A passion for delivering first class client service.
- Experienced in use of Advisor Logic (preferred but not essential)
- Ability to problem solve to find the best solution for our clients
- Excellent written & oral communication skills
- An eye for detail and high-level organisational skills
- Willingness to do whatever it takes to assist the firms’ clients & objectives
- Maintain product knowledge
- Previous experience in a financial planning practice including client service and advisor support
Benefits:
- Supportive Exec team working to grow client base and staff at all levels of the business.
- Flexible and inclusive work environment
- Multiple locations across Perth and WA
- Career development & training
- Up to $100k + Super (depending on experience)
To apply for the role please email your resume to simon@simonburkerecruitment or to learn more about the role call Simon on 0478 301 575.
Duties and Responsibilities:
- Actively service an existing client base and provide high quality advice to clients in a legally compliant manner
- Conduct client interviews according to processes detailed in according to practice policies
- Ensure all client data is accurate and well maintained
- Develop appropriate strategies and advice according to the client’s current situation and future lifestyle goals and objectives
- Ensure all final documented advice is accurate prior to presentation to the client and/or prospective client
- Conduct the Plan Presentation and Client Review Appointments according to company processes
- Source new clients to grow client base and generating new business through various marketing activities including participating in promotional activities such as Seminars, Centre of Influence Presentations and public and media presentations, articles and interviews
- Maintain technical knowledge of products and trends in financial planning
- Undertake ongoing training to remain skilled in the use of Xplan
- Ensure your Training Plan objectives and requirements are met including Kaplan online training, PD days and Annual Conference attendance and other training as required
- Manage support staff and attend and participate in staff meetings
- Other duties, related to financial planning activities, as required
To be successful in this role you will possess:
- Minimum of 3 years of Financial Planning experience
- Must have appropriate Financial Planning qualifications and successfully completed the FASEA exam
- Strong communication and organisation skills
- Team Player essential
- Able to build strong, open and collaborative working relationships
- Able to manage priorities and conflicting issues in a professional manner, maintaining discretion and strict confidentiality
To apply for the role please email your resume to simon@simonburkerecruitment or to learn more about the role call Simon on 0478 301 575.
We thank you for your application; please note that only successful candidates that meet the position criteria and requirements will be contacted.