Associate Advisor/CSO – ME Recruitment – Melbourne VIC

Associate Advisor/CSO
ME RecruitmentMelbourne VIC

$70,000 a year

Great position available for an experienced Client Services Officer with some paraplanning experience to step up into the role of Associate Advisor with a close-knit and supportive boutique firm. Working closely with the Senior Advisor, the person in this role will have the chance to apply their skills in a support role while gaining the mentoring and hands on training required to progress into being a Financial Planner in the future. To be considered, you must have 2-4 years’ experience in the Financial Planning industry, ability to write basic SOA’s and ROA’s, confidence managing the implementation of advice and experience using Xplan.

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