Technical Adviser Support

Job description

Ready for your next career move in financial services? Join a fast-growing financial planning business with locations across Australia, with Full-Time and Part-Time positions available across our offices nationwide. You will be working alongside a team of highly qualified, experienced professionals who foster a supportive and collaborative culture. What you'll do: This support role is vital in delivering professional, client-centric financial advice and supporting the Advice Team to achieve superior client outcomes. This position is responsible for engaging with both new and existing clients, developing tailored financial strategies, managing the advice production process, and ensuring all work aligns with licensee and industry compliance standards. Working closely with senior advisers, the Associate Adviser provides day-to-day support across advice delivery, documentation, and client service, while utilising Wealth Central to its full potential. As part of the Professional Year program, the Associate Adviser will undertake supervised adviser activities including strategy development, advice production, advice presentation, and ongoing client service, to build the skills and experi...