Associate Financial Adviser

6 days ago

West Melbourne, Australia Investech Wealth Management Pty Ltd Full time

We are a privately owned financial advisory firm dedicated to providing personalised financial advice and wealth management services.

An exciting opportunity exists in our growing team for a dedicated and professional associate financial adviser.

Working closely with our Principal Adviser and Financial Planning team, you will be responsible for the preparation of high-quality advice for new and existing clients. The role has opportunity for growth, including the potential to meet with new and existing clients alongside the Principal Adviser.

It is based in our West Melbourne office working 5 days Monday to Friday.

**The Role**

Your responsibilities will include:

- Financial advice strategy development, including financial modelling
- Preparation of SoA & RoA documentation
- Assist the Principal Adviser with responding to client queries
- Ensuring all advice documents are in line with compliance requirements and relevant legislation
- Liaising with clients and professional partners
- Client meeting preparation and portfolio reviews

**Skills and Experience**
- Previous experience in the Financial Services industry as an associate financial adviser
- High level of proficiency across the Microsoft Office suite & Xplan
- Ability to prioritise workload
- Experience dealing with clients highly desirable

**Qualification**
- Tertiary qualified with a financial planning or a relevant business/economics degree
- Graduate Diploma in Financial Planning or a relevant Masters Degree desirable but not essential

**Personal Requirements**

We are looking for someone who possesses the following attributes:

- Driven to deliver exceptional outcomes for clients
- Strong work ethic and self-motivated
- Excellent verbal and written communication skills
- The ability to work to strict timeframes with an analytical and thorough approach
- Highly organised with the ability to work autonomously
- Exceptional attention to detail

This is a great long-term opportunity to support and grow within a highly successful advisory team.

Pay: $75,000.00 - $90,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- Bachelor Degree (required)

**Experience**:

- Financial planning: 2 years (required)

Work Location: In person

Application Deadline: 31/10/2024

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