Graduate Adviser

5 days ago

Albert Park, Victoria, Australia Vostro Private Wealth Pty Ltd Full time $40,000 - $60,000 per year

About the business

  • In the top 10% of financial planning business nationally.
  • Privately owned
  • Dynamic Financial Planning Business
  • Working with Accounting Firms

About the role

Due to internal promotion we are looking for a graduate adviser.  You will have the opportunity to learn all aspects of the wealth management process.

Initially, you will be responsible for performing tasks that comprise the implementation and ongoing administration of clients' financial strategies. Working closely with Financial Advisers, you will be required to:

  • Provide quality service and maximize customer satisfaction
  • Manage the implementations of new investments and insurance policies
  • Maintain accurate data and records
  • Produce client correspondence and reports
  • Liaise with our various referral partners

Our ideal candidate

  • Business related degree or Graduate diploma of Financial Planning required
  • Recently graduated or fresh to the Financial Planning industry
  • Genuine interest in advancing your career within the Wealth management industry
  • Has excellent relationship management and administrative skills
  • Has a passion for personal growth and a sincere desire to assist clients with achieving their financial goals
  • Great energy and highly motivated to achieve growth and meet deadlines

Benefits and perks

Modern Albert Park location.

We are flexible for the right candidate.

Salary negotiable.

If you are outgoing, personable, with high attention to detail and have a "team player" attitude then we want to hear from you.

Immediate start available.

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