In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
You will work in the wealth arm of a prestigious accounting firm working in a supportive team that encourages each employee to reach their full potential. They work closely with their clients to offer the most tailored advice that will support their needs.
Your new role
As the Associate Adviser your responsibilities will include:
Working closely with your Principal Advisers
Providing tailored advice to a diverse client base across a range of advice topics
Building a trusted relationship with both new and existing clients
Preparing advice documents as per the Advisers recommendations
Maintain and implement compliance standards
What you'll need to succeed
Diploma of Financial Planning and a relevant degree
Previous experience within the Financial Planning industry
Paraplanning experience is advantageous
Proficient in Xplan
Strong organisational skills and the ability to work both individually as well as part of a team
Exceptional written and verbal communication skills and well presented
What you'll get in return
You will have an attractive salary package with the opportunity for long term career and progression. You will have the chance to work with one of the largest financial advice firms and get fantastic training opportunities.
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 contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231