Associate – Financial Advice

5 hours ago

Mackay Queensland Australia Alman Partners Full time $60,000 - $120,000 per year

Our Team

Alman Partners is an independent, award-winning financial advisory firm with office locations in Mackay and Brisbane. Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions aligned with what matters most to them in life.

Your Role

We have an exciting opportunity for someone who has recently completed their financial advice qualification, or you are currently working as an accounting, legal or economics professional and looking for a career change.

Your Responsibilities

  • Assisting financial advisers in preparing and implementing financial advice
  • Developing, implementing and monitoring tailored financial strategies
  • Preparing client reports and documentation
  • Managing client communications and participating in client meetings
  • Maintaining accurate client records and databases
  • Supporting the team with administrative tasks as needed

Your Experience:

  • Have completed an approved qualification
  • Strong analytical and research skills
  • Excellent communication and interpersonal skills
  • Ability to work as part of a team

If you do not meet all eligibility criteria, we still strongly recommend you apply for this exciting role.

Why Join Us?

  • Be part of a firm that values supporting the growth and development of our employees both professionally and personally
  • Supportive and collaborative team culture
  • Competitive salary and benefits package
  • Become a valued member of the 2022 FPA Professional Practice of the Year

If you're passionate about financial advice, dedicated to excellence and looking for a place where you can grow professionally and personally, Alman Partners True Wealth is the perfect place for you. Apply now and become a part of a team that is shaping the future of financial advice in Australia.

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