Junior Financial Planner

  • Full Time
  • CBD / Inner Northern Suburbs
  • Leads Provided

Company Overview

This highly regarded private accounting boutique is known for their client-focused approach to delivering valuable and fair accounting and wealth services to their members. Their rapid growth has opened a position for a Financial Adviser to join their team to service their growing client base. They offer a positive and collaborative working environment, where career development is strongly encouraged and supported.

Role Overview 

This is an excellent opportunity for a dedicated and highly motivated individual wanting to further their career within the Advice space. You will be responsible for providing a high quality of service to a loyal client base with all leads provided.

  • Manage an existing pool of clients;
  • Managing client relationships and identifying individual client needs;
  • Providing technically strong advice to key client segments; 
  • Providing a high level of service that matches client expectations. 

Skills and Experience 
  
You will be a highly driven Financial Planner or Senior Associate Adviser with a positive track record and passion for giving a really good client experience. You will also have:

  • At minimum have completed your professional year;
  • Be registered with ASIC on the Financial Advisers Register;
  • Ideally 1-2+ years experience providing client-facing advice;
  • DFP or ADFP would be highly regarded;
  • FASEA compliance or moving towards completion;
  • Tertiary Qualifications in a related field;
  • Excellent communication skills, both verbal and written.

What’s on Offer 

This is a junior position ideal for someone looking to take the next step in their career. It’s an exciting opportunity for a dedicated Adviser to join a high performing and collaborative advice team where you will be mentored and guided as you grow professionally. 

Click on the APPLY button or contact Hagan Noronha on 03 9602 9815

Junior Financial Planner

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