Career Opportunities in Financial Planning
7 days ago
We are seeking a skilled and ambitious professional to join our team in the financial services sector.
This is an exciting opportunity for individuals who are passionate about delivering exceptional client experiences and making a meaningful impact in the industry.
The ideal candidate will possess strong analytical skills, excellent communication abilities, and a deep understanding of financial markets and investment principles.
- We are looking for candidates with 0-3 years of post-professional year experience and a listing on the Financial Adviser Register (FAR) with authorisation to provide personal financial advice;
- A degree in finance, economics or a related field is highly desirable;
- Experience working with high-net-worth clients is highly valued;
- Strong knowledge of investment platforms, superannuation funds, tax, estate planning and complex entity structures is essential;
- In-depth knowledge of financial markets and investment principles is also required.
Responsibilities:
- Assist senior wealth advisers and principals in managing client relationships and preparing for meetings;
- Respond to client enquiries and provide timely updates on financial matters;
- Help onboard new clients by gathering financial data and documentation;
- Adhere to compliance requirements including writing and assisting in the preparation of advice documents;
- Attend industry events workshops and seminars to stay at the forefront of financial planning trends practices and regulations.
What We Offer:
- A dynamic and supportive work environment;
- Ongoing training and development opportunities;
- A competitive salary and benefits package;
- The chance to work with a talented team of professionals.
About Us:
We are a values-driven organisation committed to excellence in everything we do. Our philosophy is built around nurturing an environment where passion purpose and wellbeing fuel every step forward.
We believe that great outcomes begin with great people and we invest heavily in the growth and development of our employees.
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