Associate Financial Advisor
10 hours ago
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.
OverviewAs 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.
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).
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.
Salary match Number of applicants Skills match
Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have as a financial adviser?
- How many years' experience do you have in the financial services industry?
- Do you have customer service experience?
- Which of the following Microsoft Office products are you experienced with?
- Have you worked in a role which requires experience with financial analysis and modelling?
- Have you completed a RG146 general insurance accreditation?
- How much notice are you required to give your current employer?
Financial Planning Associate | Wealth Advisers
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