Adviser Associate

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Create strategic advisory briefs prior to client meetings.

• Assess client information, previous advisory documents, and CRM entries.

• Formulate financial strategy recommendations in collaboration with the adviser.

• Prepare comprehensive paraplanning briefs for external paraplanners.

• Draft straightforward Records of Advice (ROAs) when applicable.

• Evaluate Statements of Advice (SOAs) and ROAs for quality, accuracy, and compliance.

• Track the progress of advice documents from preparation to implementation.

• Review implementation documentation before it is submitted.

• Update and manage client records in Xplan.

• Collaborate with advisers, paraplanners, product providers, and clients as needed.

• Encourage continuous process enhancements, including the integration of AI tools and automation.

• Mentor junior team members as the organization expands.

⛳️ Requirements

• At least 5 years of experience in an Australian financial planning setting as an Adviser Associate, Senior Paraplanner, or in a comparable position.

• In-depth knowledge of Australian financial planning, including:

• - Superannuation

• - Retirement planning

• - Investments

• - Centrelink

• - Insurance

• Proficient in using Xplan.

• Capability to formulate strategy recommendations and review advisory documents.

• Strong grasp of compliance requirements within Australian financial advice.

• Exceptional written and verbal communication skills in English.

• High attention to detail along with strong organizational abilities.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Opportunities for professional development and training.

• Flexible working hours and a positive work-life balance.

• Collaborative and supportive team environment.