We are expanding the team and looking for an Associate Advisor/Junior FP who is passionate about financial planning and has a strong desire to deliver fantastic results both to our clients and internally within the team.

The new talent who will join our team will work along one of our five financial planners, supporting them with exceptional client service delivery and general administrative functions. The individual should be prepared to immerse themselves within the business, establish a strong presence and take the necessary assertive steps to guide our busy and time-constrained clients to meet their desired results whilst becoming a key part of their financial and life journey.  

• You are organized, stapler slinging & love getting things done right. You don’t need direction to organise, it is in your blood.

• What drives you even more than efficiency is making sure that clients receive the attention they deserve and their needs are met, especially when you are not the one responsible for completing a task/enquiry. • You are experienced in our field, and the kind of person you are means our clients can trust our process of success.

• You have no problems with the fact that your friends make jokes about you because you correct their grammar and spelling.

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

1. Do everything in your power to push your colleagues in the pursuit of efficiency or loop closing.

2. Suggest new systems or processes for things other people don’t see as needing improvement.

3. Play devil’s advocate openly when your organisational spider sense is ringing alarm bells.

• 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 to do too much at once and who seems disorganised to you. In fact, while you may pretend to be frustrated at times, you also recognise the opportunity to challenge the status quo, over-deliver and make things happen.

This is a client facing role where you will be working directly with financial planning practices and make a meaningful difference to how they run their business.

You will draw upon your industry experience – as a current or former financial adviser, para-planner, consultant or practice manager to add real value. Depending on your experience and skillset, the role will encompass practice consulting, on-boarding, client success and/or support.

Our Adviser and Client Services Teams work closely together to ensure that client outcomes are met in a timely and professional fashion. They build effective working relationships and both prepare for and attend existing client reviews and new client meetings.

Our Assoicates assist in developing strategic recommendations; all while delivering an exceptional client experience.

Our Client Service Officers provide proactive client focused practice administration support in order to provide our clients with what they need to achieve their goals and build strong, long term Financial Planning Client relationships.

We are looking for a positive, organised, and friendly Associate Adviser (AA) with a growth mindset, who is eager to support our clients and develop long-lasting relationships. We would also welcome an Experienced paraplanner who loves the technical details and is keen to support our clients behind the scenes.

Maintaining the highest standard of technical expertise and working closely with our Wealth Advisers, the AA is responsible for ensuring our clients’ affairs are proactively planned and managed to optimise their financial position. Our Associate Advisers work closely with select Wealth Advisers and are able to gain excellent knowledge of each client’s financial affairs and collaborate with clients and their other professional advisers to create value. Our ideal candidate will have the confidence and experience to do the same.

ABOUT YOU:
• At least 5 years as a practicing Financial Adviser/Planner
• Proven ability to connect deeply with clients, ask great questions to work out their life goals and link financial strategies to achieve these outcomes
• Demonstrated ability to build and maintain effective relationships with clients and stakeholders of Step Up Financial Group
• A good understanding of both insurance and wealth management advice
• Strong client facing/client service skills
• Strong analytical and problem-solving ability

This role is the perfect launching pad to build a long-term career with Futurity. We are looking for someone who understand that relationships with financial advisers and their great outcomes is the best way to build your own success.

Your days will involve:
While we’re here to support you and to help you make the most of your skill set, we’re looking for those on the front foot – with a burning desire to achieve the best outcomes for Financial Adviser and our customers. You will spend your time as follows;
• Contributing to the distribution team by providing timely and accurate sales support to maintain and build investment activity
• Assisting the Business Development Managers with required forms of business development and relationship management
• Engaging with advisers by both inbound and outbound telephone work
• Working closely with the investment, product and marketing teams, coordinating client events and functions
• Being proactive in producing support materials necessary for meetings and complete a timely follow-up process
• Providing administration support to the BDM and Investor care Teams
• Providing Support to the Investor Care call centre