Expert Financial Guidance Professional

3 days ago

Perth, Western Australia beBeeProfessionalism Full time $60,000 - $80,000
Associate Financial Advisor Role

We are seeking a dedicated and professional Associate Financial Advisor to support our senior advisers in delivering exceptional quality, personalized financial planning solutions.

Job Description:

This is an entry-level position where you will gain hands-on experience supporting senior advisers. You will prepare critical advice, participate in client meetings, and develop the skills to guide individuals towards their financial aspirations.

Key Responsibilities:
  • Support senior advisers with client meetings and file management.
  • Assist in strategy development and preparing high-quality financial advice documents.
  • Collaborate with internal stakeholders to research and model data for advice preparation.
Requirements:
  • RG146 qualification or working towards it.
  • Minimum 2 years of experience in the Financial Services industry.
  • Excellent communication and time management skills.
  • Proactive attitude and problem-solving mindset.
  • Advanced proficiency in Microsoft Office suite.

We are looking for someone who demonstrates strong drive, a robust work ethic, excellent communication skills, and attention to detail. If you are passionate about delivering exceptional client outcomes, this is an exciting opportunity for growth and development.

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