Associate Financial Planner

6 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $90,000

We are a leading financial advisory firm offering personalized wealth management and financial planning services.

Key Responsibilities

An exciting opportunity has arisen for a professional associate financial advisor to join our team. Working closely with our senior advisors, you will be responsible for developing high-quality financial advice for new and existing clients.

The role offers opportunities for growth, including the potential to meet with clients alongside senior advisors.

You will work in our office, Monday to Friday, collaborating with our dedicated team to deliver exceptional client outcomes.

  • Develop comprehensive financial advice strategies, including advanced financial modeling
  • Prepare Statements of Advice (SoA) and Reasonable Expectations (RoA)
  • Assist senior advisors with responding to client queries
  • E nsure all advice documents comply with relevant legislation and regulations
  • Liaise with clients and professional partners
  • Prepare for client meetings and conduct portfolio reviews
Requirements
  • Previous experience as an associate financial advisor in the Financial Services industry
  • Proficiency in Microsoft Office suite and Xplan
  • Ability to prioritize workload
  • Experience dealing with clients highly desirable
Qualifications
  • Tertiary qualification in financial planning or a relevant business/economics degree
  • Graduate Diploma in Financial Planning or a relevant Masters Degree desirable but not essential
Personal Attributes
  • Driven to deliver exceptional client outcomes
  • Strong work ethic and self-motivation
  • Excellent verbal and written communication skills
  • Ability to work to strict timeframes with an analytical and thorough approach
  • Highly organized with the ability to work autonomously
  • Exceptional attention to detail

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