Are you a high-performing Associate Adviser who...

🔵 Wants to work in a firm giving truly personalised and impactful advice?
🔵 Wants to progress faster toward your own career goals?
🔵 Wants to feel more valued for your contribution to clients and team?

If so, we've got an opportunity you might be interested in.

About the role

- Developing advice and strategies for new and existing clients that are mainly high-income professionals and pre-retirees that are wanting to make the most of their money.
- Advice scope includes goals-based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning.
- Conducting ‘Introductory Chat’ meetings on Zoom with prospects to assess their suitability for getting financial advice
- Attending and assisting advisers in client meetings
- Assisting in the onboarding of new clients
- Liaising with paraplanning
- Reviewing Statements of Advice and Records of Advice.
- Communicating with clients to ensure they're getting a world-class client experience.
- Collaborate with our advice partners across property, accounting and mortgage broking to manage the client's financial strategy.

Why work with us?

- A fast-growing firm with an abundance of high-quality leads and new clients.
- We understand our clients in a deeply personal way by following our process based on the clients' values, intentions, and financial well-being. If you'd like, you can see how we track their financial wellbeing at: https://verse-2zzjykb2.scoreapp.com/
- Be part of a world-class culture that is professional, innovative, and fast-paced.
- We're a real team, not just. a group of people that work at the same company so you won't be battling any egos.
- A client experience and advice process that is at the leading edge of modern advice.
- Operate in a high-performance environment, that's free of politics.
- A highly autonomous environment where you don't need to clock on or off so you can integrate work into your life, and not the other way around.
- Balance working remotely and from our office (which is a beautiful place to work).
- Recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.
- 100% fee-for-advice with no conflicts you need to talk your way through.
- Extremely well operationalised business with great systems and technology.
- We own and operate our own AFSL so we're not dictated by any licensee.
- Working at Verse helps people reach their potential so if you want to become a great Adviser in the future, you'll be in the right place.