Associate Financial Advisor

3 weeks ago

Perth, Western Australia Interwest Financial Services Full time

Interwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in Applecross.

Overview

As an Associate Financial Advisor, you'll dive in from day one, gaining hands-on experience by supporting senior advisers. You'll prepare critical advice, participate in client meetings, and master the art of guiding individuals toward their financial aspirations. This role is a blend of financial modelling and direct client engagement, all within a people-first culture designed for your growth. Best of all, you'll have a clear pathway to becoming a Qualified Financial Adviser, with dedicated coaching and support from our principal advisers.

Responsibilities
  • Manage initial client contact and attend client meetings with Principal Advisers.
  • Generate precise file notes and action items post-client meetings.
  • Assist in strategy development and liaising with external paraplanners to prepare quality financial advice documents.
  • Coordinate with internal and external stakeholders for research, modelling, and calculations supporting advice preparation.
  • Ensure optimal client outcomes through close collaboration with Principal Advisers and Client Services team.
Skills and Experience / Qualifications

The ideal candidate will possess the following qualifications and experience:

  • RG146 qualification (or working toward it).
  • A minimum of two (2) years of demonstrable experience within the Financial Services industry.
  • Completion of the Professional Year (PY) program will be highly regarded but is not essential.
  • Excellent communication and time management skills.
  • A proactive attitude, problem-solving mindset, and desire to grow professionally.
  • Advanced proficiency in the Microsoft Office suite (Word, Excel, Outlook).
Personal Attributes

We are seeking an individual who demonstrates the following personal characteristics:

  • A strong drive to achieve exceptional client outcomes.
  • A robust work ethic and a proactive, self-motivated approach.
  • Excellent verbal and written communication skills, with the ability to articulate complex information clearly.
  • The capacity to work accurately under strict deadlines, with strong analytical and problem-solving skills.
  • The ability to work autonomously and manage tasks independently.
  • Able to work positively and constructively as a member of a small team.
  • A meticulous attention to detail and a commitment to accuracy.
Unlock job insights

Salary match Number of applicants Skills match

Your application will include the following questions:

  1. Which of the following statements best describes your right to work in Australia?
  2. How many years' experience do you have as a financial adviser?
  3. How many years' experience do you have in the financial services industry?
  4. Do you have customer service experience?
  5. Which of the following Microsoft Office products are you experienced with?
  6. Have you worked in a role which requires experience with financial analysis and modelling?
  7. Have you completed a RG146 general insurance accreditation?
  8. How much notice are you required to give your current employer?

Financial Planning Associate | Wealth Advisers


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