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Wealth Associate – Joondalup Office

An exciting opportunity has opened to join our Wealth Management (Financial Planning) team in our Joondalup office. We’re on the lookout for a motivated and dedicated Wealth Associate to directly support our Financial Advisers.

The role…

The Wealth Adviser role is varied, dynamic, and will provide the successful candidate with a fantastic opportunity to learn and develop in the Financial Advice industry within in a supportive, growth-focused team.

Key responsibilities of the role include:

Client Meetings (file notes/fact finds)

• To sit in on client appointments with advisers
• Responsible for taking detailed meeting notes to be input using the agreed template/format (AI is used to assist with this process)
• Post-meeting updates to client details/Fact Find
• Attend to client tasks, and follow up with clients any outstanding information, post-meeting

Strategy Development, Research & Advice Requests

• To liaise with the advisers to develop appropriate strategies
• Research as required using Wealth Solver & Risk Researcher
• Preparation of Paraplanning Advice Requests using the agreed template/format

Checking of advice documents

• Assist with checking advice documents

Maintain Professional & Technical Financial Planning Knowledge

• Attend appropriate courses, keep up to date with latest trends in financial planning to ensure an up-to-date understanding of the financial planning profession and legislation is maintained
• Maintain product, technical and compliance knowledge/requirements in accordance with the practice and industry guidelines
• Maintain understanding of obligations and ensure compliance with this and other regulatory legislation and standards

Who we’re looking for…

The successful candidate for this role will possess the following:

Essential

• Bachelor degree in relevant discipline (Financial Planning, Finance, Economics etc) or alternately 3 + years’ experience in a similar role*
• Intermediate to advanced level of Microsoft Office Suite (Outlook, Word, Excel & PowerPoint)
• Ability to quickly learn the features and functionality of appropriate financial planning software and other business systems
• Determination to deliver on personal goals and objectives
• Ability to work collaboratively in a professional team
• Self-motivated with regard to personal and professional development

Desirable

• Good knowledge of the regulatory environment for Financial Advice
• Formal qualification in Financial Planning
• Experience within the financial services industry
• XPlan experience

Personal Attributes & Behavioural Traits

• Organisational skills – the ability to efficiently plan, provide for contingences and balance competing demands
• Analytical skills – the ability to ask the right questions to fully understand the Financial Adviser and client’s specific needs
• Communication skills – excellent interpersonal skills with the ability to communicate effectively with others. Able to convey technical financial details in a clear and accurate manner. Able to assist with client presentations as needed.
• Capacity to learn – the ability to assimilate and apply new position-related information that may vary in complexity in a timely manner and learn the features and functionality of appropriate financial planning software and the practice’s business systems
• Self-awareness – appreciates the impact of self on others – has empathy for others

*While experience in the industry is great, we will consider applicants who have an exceptional attitude, demonstrate a willingness to learn and are seeking a great opportunity to enter the industry. 

How to Apply…

If you’re interested in applying for this role, please email your resume/CV and covering letter to careers@mckinleyplowman.com.au.

written by:

McKinley Plowman