Associate Adviser

Company Overview

Working for one of the most highly regarded financial planning dealer groups on the market this is a perfect opportunity for someone with some experience in financial planning to take their career to the next level and receive mentoring and training to become a Financial Planner.
Role Overview
This is an opportunity to work with a truly holistic practice that provides lending and accounting services in-house. Your main responsibility will be to support one of the practices best performing advisers. Moving towards taking on your own clients and taking the steps to becoming a financial planner.

Specifically, you will:

  • Work closely with one financial adviser to support their client base
  • Provide consistently superior client service. 
  • Ensure that issues and tasks are addressed and completed in a timely and accurate manner
  • Attend client meetings
  • Preparing file notes
  • Reviewing SOA’s prior to presentations

Skills & Experience
We are seeking a solution-focused professional with strong desire to succeed.

  • Degree qualification plus DFP
  • Experience in assisting with the provision of financial advice
  • The ability to operate within a collaborative team environment 
  • Excellent attention to detail 
  • Willing to go above & beyond to succeed

Click on the APPLY button or contact Steve Kelly  on 03 9602 9860

Associate Adviser

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