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Associate Financial Advisor

4 weeks ago

Canberra, ACT, Australia Personal Choice Financial Advisors, LLC Full time

An Associate Financial Advisor role has opened up in Canberra.

  • Intergrated Financial Services
  • Boutique Practice - National Firm
  • Close working relationship with 2 x Senior Advisors
  • Development role for progression

The purpose of the position is to provide professional and proactive support to two senior Financial Advisors to enhance the client relationships and ensure they are well equipped to service their clients.

Develop your personal confidence in client facing situations, assist with strategy development, support client relationships, interface with national support teams to ensure efficient and effective SOA turnaround times.

Responsibilities:
  • Assist Financial Adviser(s) with client meetings and presentations
  • Take responsibility for file notes and action items from client meetings
  • Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements
  • Provide assistance to the Financial Adviser support team with client paperwork, preparation of lodgements
  • Assist Financial Adviser(s) with practice compliance requirements
  • Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
  • Review/assist SOA's production with PP division, submit to Financial Adviser(s) for review and make modifications as required
  • Review/prepare relevant Financial Modelling for client situations
  • Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development
Requirements:
  • (Preferred) Tertiary qualified in a discipline such as financial planning, accounting
  • Good understanding of the financial planning industry
  • Sound technical knowledge of current legislative, industry and corporate standards
  • Strong written and oral communication skills
  • Excellent client service orientation
  • Competent with a variety of technology applications e.g. Office, XPlan, etc
  • Self-motivated with regards to personal and professional development
The Benefits

This is a fast paced busy environment and you must be prepared to get your hands dirty. You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.

Remuneration:

A highly attractive salary package will be negotiated for the successful applicant based on skills and experience


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