Associate Advisor Associate Advisor …

Hays Banking
in Perth, Western Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Perth, Western Australia
Permanent, Full time
Be the first to apply
Hays Banking
See job description for details
A great opportunity has arisen for an Associate Advisor to join an Financial practice based in South Perth.
Your new company

Your new company is an award-winning financial planning services located in Perth. They are about helping every day Australians make good decisions about their money and financial needs. They are committed to be there for the long haul.

Your new role

In your role as Associate Advisor, you will be responsible for development and research, concentrating on advice-related opportunities. You will be attending meetings and provide advice support for the Financial Advisors by presenting simple and scoped advice for clients. In this role you provide technical and strategic support for clients, being the point of contact for these enquires. Other responsibilities may include:
  • Actively contact AMP policy holders to offer financial planning services
  • Identify new business opportunities for existing clients through review meeting preparation and At a Glance document
  • Develop targeted marketing plan with Financial Advisor to identify target clients
  • Work as a team with the Financial Advisor and Relationship Manager to hit Advisor revenue targets
  • Attend new business meetings (and further advice meetings for existing clients) with the Financial Advisor to manage the advice process
  • Prepare file notes, complete fact find and complete action items following meeting
  • Contact client to obtain further information required to prepare advice
  • Review all the information received from the Client and Financial Advisor(s) and discuss and agree the appropriate planning strategy with Financial Advisor(s) to pass onto Strategy team
  • Be the point of contact updating client on the progress through to advice implementation and completion
  • Ensure all compliance requirements are met, documents stored electronically, and CRM updated.
What you'll need to succeed

Your previous experience in a similar role within this area will lead to your success, as will:
  • Diploma of Financial Services (or equivalent)
  • Minimum 12 months experience in financial services industry
  • Sound technical knowledge of current legislative, industry and corporate standards
  • Strong written and oral communication skills
  • Excellent client service orientation
  • Self-motivated with regards to personal and professional development
  • Tertiary qualified in a discipline such as financial planning, accounting
  • Commence the Advanced Diploma of Financial Services (or equivalent)
What you'll get in return

In return for your dedication and hard work you'll be rewarded with:
  • A competitive salary
  • Working in an award-winning team
  • A growing and exciting company
  • Permanent full-time position
  • Working in a friendly team
What you need to do now

If you're passionate about this role, click 'apply now' or for more information and a confidential discussion or to find out about other opportunities in Banking contact Rory Jackson at Hays on 08 9265 9133 or email

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

LHS 297508 #2584503
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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