Associate Adviser

Actively seeking a driven Associate Adviser eager to progress in their career path, to join a National Financial Planning firm situated in the CBD. This practice is forward-thinking, leveraging cutting-edge technology to enhance client satisfaction and experience. The opportunity now exists as the business continues to expand.The Role:In your role as an Associate Adviser, you'll hold a crucial position within the company. Your primary duties will involve supporting Financial Advisers with diverse client tasks, encompassing research, workflow coordination, paraplanning assistance, meeting attendance, and implementation support.Why Apply?

• Progression Opportunities:Offer a clear and structured career path, opportunity to complete PY, enabling growth into operational or advisory roles as you gain experience.
• Mentorship:Dedicated to investing in your professional development.
• Client Exposure: You'll work closely with clients from day one, gaining invaluable experience.
• Collaborative Culture: Join a welcoming and inclusive work environment that highly values teamwork and open communication.

Requirements:

• Qualifications in Financial Planning.
• Analytical and problem-solving skills.
• Excellent communication skills.
• Eagerness to learn and a proactive attitude.

If this sounds like a role you would be interested in learning about please send your resume to .