Associate Adviser (FT or PT) 

Brisbane Inner CBD North - Ascot
Full Time 

$90,000 – $110,000 per year

Friendly and supportive team
Generous remuneration at the top end of the market with potential for bonuses 

IMPORTANT: We will not read your resume if you do not provide a cover letter. In your cover letter please let us know what hours are ideal for you and why you are looking for a part-time position.

So you’re looking around on Seek to see what else might be out there because whatever you’re doing right now isn’t ticking all the boxes anymore, or maybe your career has hit a roadblock so you’re looking for something new. 

Either way we hope you find what you’re looking for, and of course, if you’re what we’re looking for, we’re so glad you found us. 

Most job ads are pretty boring and to be honest so are most of the applications we see. No one wants to say it like it is or talk straight up with each other. 

Well, we don't have the time to waste following outdated hiring and recruitment protocols and we figure that if you are obsessed with efficiency and getting stuff done, then neither do you! 

Our company is an award-winning Financial Planning firm in Ascot and we are looking for an Associate Adviser to join our team. 

This is your chance to be part of something amazing and to put your stamp on working as part of a team where making a difference for others comes first and what we get out of it comes as a bonus. 

What’s in it for you? 

This part is always missing in job ad’s isn’t it? Other than words like “Great opportunity” there isn’t often much for candidates about why this role might be the perfect role for them. So we added it in. 

We know it’s difficult to find great people to join the team so we want to make it really clear what we’re offering (because we will also be making it really clear what we’re asking for later on in the ad). 

We also know that it’s equally difficult for good candidates to find a job they love; to work in a team where you are genuinely valued, where there’s no office politics and you get a chance to put your strengths to work each day which is why our culture is a big part of what makes this role an attractive one.  

You’ll be part of a high-performing team where every employee feels like they’re making a significant contribution to the great advice we provide our clients, rather than ’just working’.  

Who are you? 

Please don't apply if the below points don't seriously resonate with you.

We don't place all the focus on your qualifications, we actually care about who you are as a person. 

  • You have Drive, Determination and you're an Efficiency Ninja.

  • You love dealing with clients, being the first point of contact and getting to know them.

  • You go above and beyond for our clients and our team.

  • What drives you even more than efficiency is making sure that things get finished, that loops get closed and applications are on time and approved, you go above and beyond for our clients and our team.

  • You have no qualms about and need no permission to:

  1. Nag your boss, colleagues or clients (politely) to chase things up.

  2. Suggest new systems or process for things other people don't see as needing improvement. You are a go-getter and get the job done. 

  3. Express your opinion straight up at all times, our 3 rules of engagement with clients and the rest of the team are: 

  • Seek first to understand 

  • Confront with good intent 

  • Honesty over diplomacy  

  • If you don't know something, instead of spending time inefficiently worrying, you create a structured plan to find the answer and then you follow it (because you know you can work out how to do anything if you decide to).

  • You have no problems working with a visionary leader; who wants the best for her clients and knows you want the best as well.  You will share her vision and life work to leave a legacy and you will help our clients achieve their vision.

  • Whether you are highly experienced in our field or just have a passion for helping people, as long as you are a quick learner, have great organisational skills and an eye for detail, we will give you our best to help you succeed in this role. 

  • You love technology and take to systems and apps like a duck to water.  

  • You embrace change and are always looking for ways to improve. 

 So here's what the job entails... 

  • Managing the advice process beginning to end and will be working closely with our Adviser, outsourced paraplanners and the rest of our support team 

  • Sitting in meetings with our Adviser to get to know clients and the way we provide advice so you can start building your own client base in 1-2 years 

  • Developing advice and strategies for new and existing clients that are mainly high-income professionals, pre-retirees and retirees that are wanting to make the most of their money. 

  • Xtools+, Wealthsolver and Risk Researcher experience (or similar) required 

  • Advice scope includes goals-based planning, investing, superannuation, cashflow, tax strategies, entities and structures, debt strategies and estate planning. 

  • Attending and assisting Adviser in client meetings including preparing all file notes

  • Attending new business meetings and preparing strategy as well as advice submission to Paraplanner

  • Assisting in the onboarding of new clients

  • Assisting in the preparation of strategies and research

  • Liaising with paraplanning to ensure our advice process is efficient and compliant

  • Reviewing Statements of Advice and Records of Advice

  • Reviewing paperwork and approving implementation tasks 

  • Training our support team 

  • Communicating with clients to ensure they're getting a world-class client experience 

  • Collaborating with our advice partners across legal, accounting and mortgage broking to manage the client's financial strategy. 

 Why work with us? 

  • We understand our clients in a deeply personal way. Most of our clients have been with us for 10+ years and refer their parents, children, siblings, friends and work colleagues to us.

  • We share our business plan and business performance openly with our team and offer transparent bonuses based on the business’ profit (subject to individual minimum performance targets) so every team member is motivated to improve the business and work together.

  • We have fun together and have various team building activities throughout the year, such as: 

  • Melbourne Cup 

  • Quarterly social activities 

  • Monthly lunches 

  • Friday drinks 

  • Attending professional social events together 

  • Be part of a world-class culture that is professional, innovative, and fast-paced. We are constantly looking for ways to improve and we embrace change.

  • We're a real team, not just a group of people that work at the same company.

  • We have been recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.

  • We help our team reach their potential so if you want to become a great Adviser in the future, you'll be in the right place. If you want to continue getting involved in strategy and advice without being authorised, we can also work with you to achieve this long term.

  • We offer a highly competitive remuneration package with potential for bonuses. 

Our Purpose 

To make a significant positive difference to our clients' lives so they can live the life they want with the people they love 

 Our Client Brand Promise 

We treat you like FAMILY and share your DREAMS.  

We keep you accountable to your PLAN so you can LIVE the life you want with the ones you love. 

Because we believe that at the end of the day, money is only as good as the memories it buys us. 

Requirements 

To be a fit for the role, you must: 

  • Have a minimum 3 years’ experience in paraplanning / financial advice 

  • Have great character - that means you're a person of integrity and substance 

  • Have a compatible mindset to ours – that means you don’t live to work and value work/life balance, but you take great pride in your work 

  • Be process and system driven. You constantly seek ways to improve and are able to easily adapt to the use of new technology 

  • Be willing to embrace our culture of innovation 

  • Be self-motivated and have the ability to work unsupervised 

  • Be passionate about the value of advice 

  • Have awesome time management skills and be great at prioritising 

  • Have great technical skills 

  • Have great verbal and written communication skills 

 How to Apply 

So congrats if you have read through to this point and have a smile on your face because you know this ad was written just for you! Then what are you waiting for? Send us an 'application' but make sure you actually tell us why YOU are the PERFECT PERSON for our team and don't just send us another lame resume. 

Because one of the things we’re looking for in the successful candidate is attention to detail and the kind of person who reads everything before they take action, we’re not going to be accepting applications from anyone who just hits ‘apply now’ here on Seek or who just sends us a resume by email. Please email Patricia at patricia@yourvisionfinancial.com.au with the subject line “Associate Adviser” and tell us why you’re the perfect person for this role. 

Thank you in advance for taking the time to apply, we’re genuinely looking forward to learning more about you. 

Lastly, we won't read your resume if you do not provide a cover letter. We would also love if you take the time to send us a video with why you think this is the perfect role for you (by emailing us a link to patricia@yourvisionfinancial.com.au).