Associate Adviser
2 months ago
Growing financial advisory firm
- Flexible and hybrid working arrangements
- Melbourne CBD | Permanent role
**ABOUT THE COMPANY**
Our client is a financial advisory company serving everyday Australians. They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice.
**KEY RESPONSIBILITIES**
- Collaborate with new and existing clients to provide holistic advice;
- Participate in client meetings with Senior Financial Advisers;
- Liaise with the Paraplanners to ensure that recommendations are executed in a timely and accurate manner; AND
- Support and learn from Senior Financial Advisers with the intention of transitioning clients to the Associate Adviser over time.
**IDEAL CANDIDATE**
- Go-getter with passion for financial planning, who is looking to develop their financial planning career long term;
- Experience working as a Paraplanner or Associate Adviser, graduates are ideal as well;
- Holds a Bachelor of Commerce, Majoring in Financial Planning or FASEA approved course;
- Have either attained (or are working towards) a Master of Financial Planning or a Certified Financial Planner (CFP) designation is highly regarded;
- Strong advice strategy knowledge; AND
- Solid ability to build rapport with clients.
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