Associate Financial Adviser
2 weeks ago
Associate Financial Adviser
We are seeking a motivated and ambitious candidate to join our dynamic and growing team as an Associate Financial Planner. This role is perfect for individuals who are passionate about finance, eager to learn, and committed to developing a successful career in financial planning.
Company overview
Horizon Wealth Advisory is a privately owned, boutique Financial Planning and Wealth Management firm based in Brisbane CBD. We pride ourselves on providing high quality, holistic advice to our valued clients, ranging from cash flow, investments and wealth creation, superannuation, insurances, retirement planning and estate planning.
We also have a strong belief in the development and growth of our staff, providing a supportive and collaborative environment for all of our team members and career development pathways.
The role
Reporting to the senior adviser and working with supporting teams, this role will include liaising with clients and prospects, supporting the adviser with preparation for review and advice meetings, attendance in client meetings and developing skills on the path to becoming a financial planner.
The role will encompass the following responsibilities:
- Prospecting and supporting senior adviser in vetting new leads and booking initial appointments.
- Support in the development and presentation of comprehensive financial plans tailored to individual client needs and goals.
- Facilitate the advice process between adviser, paraplanning and customer service teams.
- Maintain up to date client information in our database.
- Attendance in client appointments to eventually being able to provide advice to existing and new clients.
- Maintain CPD points and stay updated across industry trends, product knowledge and advice strategies.
- Develop the skills and attributes to become a financial planner and ultimately manage a personal book of clients.
- Other duties as requested.
About you
To succeed with this role you will possess the following attributes:
- Completed or on the path to completion of a relevant tertiary qualification and be RG146 compliant.
- Self-driven but also the ability to work well within a team environment.
- Well presented with excellent interpersonal and communication skills.
- Strong attention to detail and ability to prioritise tasks effectively.
- A passion for customer service and working directly with clients.
- A high level of integrity, professionalism, and discretion when handling client information.
- Eagerness to learn and to develop a career in financial planning.
Benefits
- Opportunities for career growth and development within the company.
- Mentorship from senior financial planner.
- Competitive salary and benefits package.
- Exposure to a wide range of financial planning strategies and techniques.
- Collaborative and supportive work environment.
- Continuous learning and training opportunities.
If you are a dedicated and driven individual with a passion for finance and a desire to embark on a successful career in financial planning, we encourage you to apply. Join our team and become an integral part of helping clients achieve their financial goals and secure their future.
-
Associate Adviser
2 weeks ago
Brisbane, Queensland, Australia Green Associates Financial Planners Full time $104,000 - $130,878 per yearWe are seeking a motivated and detail-oriented individual to join our Brisbane office as an Associate Adviser, ready to embark on their Professional Year in financial planning.The ideal candidate will be a recent graduate or someone who has completed the necessary education requirements and is eager to begin their Professional Year journey. You'll be...
-
Financial Adviser
7 days ago
Brisbane, Queensland, Australia PictureWealth Full time $90,000 - $120,000 per yearExciting career opportunities for Financial AdvisersFlexible work locations: Remote, Gold Coast, Brisbane, and PerthFull-time roles available with attractive benefitsAbout UsAt PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to...
-
Financial Adviser
5 days ago
Brisbane, Queensland, Australia Australian Retirement Trust Full time $90,000 - $120,000 per yearTake hold of a monster opportunity and join our Advice Delivery team as a Financial Adviser. If you're a good fit for this role and live in Brisbane, Sydney or Perth, we'd love you to apply.Why join us?You'll get 14% super as standard, to help your future come alive.Unleash your potential and build a career to be proud of through excellent training and...
-
Financial Adviser
2 weeks ago
Brisbane, Queensland, Australia Berritta Consulting Full time $140,000 - $180,000 per yearExperience working with SMSF is crucial (+ relevant qualification)Fantastic large company with premium client base and referral networksClient Manager to look after a book of long term clientsTake over a large client client baseOur client is a fantastic Financial Services company with a proven track record and growing.They have a great team culture and are...
-
Brisbane, Queensland, Australia Infinity Financial Consultants Full time $80,000 - $150,000 per yearDive into a role that transcends the ordinary. Infinity Financial Consultants isn't just another firm; we're a beacon of innovation in financial services, committed to memorable client experiences. If you're motivated by a role that values your diverse skills and offers growth opportunities, your journey with us begins now.About UsAt Infinity Financial...
-
Financial Adviser Brisbane, Sydney and Perth
7 days ago
Brisbane, Queensland, Australia Australian Retirement Trust Full time $80,000 - $120,000 per yearTake hold of a monster opportunity and join our Advice Delivery team as a Financial Adviser. If you're a good fit for this role and live in Brisbane, Sydney or Perth, we'd love you to apply.Why join us?You'll get 14% super as standard, to help your future come alive.Unleash your potential and build a career to be proud of through excellent training and...
-
Brisbane, Queensland, Australia Australian Retirement Trust Full time $90,000 - $120,000 per yearTake hold of a monster opportunity and join our Advice Delivery team as a Financial Adviser. If you're a good fit for this role and live in Brisbane, Sydney or Perth, we'd love you to apply.Why join us?You'll get 14% super as standard, to help your future come alive.Unleash your potential and build a career to be proud of through excellent training and...
-
Brisbane, Queensland, Australia ANZ Banking Group Limited Full time $90,000 - $120,000 per yearAbout Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role The purpose of the Private Wealth Adviser role is to support the Senior Private Wealth Advisers managing the financial advice relationships with high net worth...
-
Adviser Assistant
2 weeks ago
Brisbane, Queensland, Australia Findex Full time $104,000 - $130,878 per yearSearching for an exciting, new challenge? We have an excellent opportunity for an Adviser Assistant to join our leading specialist Risk Insurance team. This is a permanent position, open to being based anywhere in Australia for the right candidate.This is a pivotal position where you will be the key point of contact for our team of Financial...
-
Client Services Associate
3 days ago
Brisbane, Queensland, Australia Wilsons Advisory Full time $60,000 - $80,000 per yearWe are seeking aClient Services Associate, Wealth Managementto join ourteam in the Brisbane office.This is an exciting opportunity to work within a dynamic team dedicated to delivering superior service to our clients.In this role, you will support your team of Advisers in preparing and implementing financial advice and investment proposals. Your key...
