Associate Financial Adviser - XY Adviser

Jobs Board

Associate Financial Adviser

OBT Financial Group

Full-time Part-time

The business

The role

Primary duties will include:
• Attendance at client meetings with our senior advisers.
• Assisting our senior advisers with the development of financial strategies and recommendations.
• Assisting our senior advisers with file notes and general compliance.
• Providing detailed and accurate research and financial modelling, using tools such as XPLAN WealthSolver, Risk Researcher and XTOOLS+.
• Developing and maintaining relationships with clients, staff members and other key stakeholders.

The perks

We are a small, friendly & family focused team offering flexible working conditions. While the role is full time preferred, we will consider a part time position for the right person. The successful candidate could also work remotely if required for up to two days per week.

Skills and experience

• Minimum of three years’ experience in the financial advice industry working in a paraplanning or associate adviser role.
• Must be degree qualified and have completed or able to complete the professional year.
• A working knowledge of XPLAN (including WealthSolver, Risk Researcher and XTOOLS+) is essential for this role.
• Strong attention to detail.
• Ability to work autonomously and as part of a team.
• Motivated to provide exceptional service and have a significant impact on the lives of our clients.