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Junior/Associate Financial Adviser Role
3 weeks ago
Financial Advice Career Opportunity
">- We are seeking a junior/associate financial adviser to join our team and assist in providing comprehensive financial advice to clients.
- This role is perfect for individuals who have completed their studies and Professional Year (PY), or high-quality associate advisers needing to complete their PY.
The successful candidate will work closely with a senior financial adviser, receive new client leads, and be part of a collaborative team culture.
- Key responsibilities include managing a book of clients, attending client meetings, developing strategy recommendations, and handling day-to-day client management.
- Liaising with internal paraplanning and admin support will also be an essential aspect of this role.
To be considered for this opportunity, you will need:
- Experience as an authorised financial adviser (we will consider high-quality associate advisers still needing to complete their PY)
- Completed FASEA educational requirements
- Strong knowledge of financial planning practices and regulations
- Good technical ability
- Exposure to holistic financial advice
The salary for this role is flexible depending on experience, and we offer a range of benefits including superannuation and bonuses.
How to ApplyIf you are interested in this opportunity, please submit your CV to us. We would also be happy to discuss this role further with you.