An Associate Financial Advisor role has opened up in Canberra.
Intergrated Financial Services
Boutique Practice - National Firm
Close working relationship with 2 x Senior Advisors
Development role for progression
The purpose of the position is to provide professional and proactive support to two senior Financial Advisors to enhance the client relationships and ensure they are well equipped to service their clients.
Develop your personal confidence in client facing situations, assist with strategy development, support client relationships, interface with national support teams to ensure efficient and effective SOA turnaround times.
Responsibilities:
Assist Financial Adviser(s) with client meetings and presentations
Take responsibility for file notes and action items from client meetings
Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements
Provide assistance to the Financial Adviser support team with client paperwork, preparation of lodgements
Assist Financial Adviser(s) with practice compliance requirements
Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
Review/assist SOA's production with PP division, submit to Financial Adviser(s) for review and make modifications as required
Review/prepare relevant Financial Modelling for client situations
Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development
Requirements:
(Preferred) Tertiary qualified in a discipline such as financial planning, accounting
Good understanding of the financial planning industry
Sound technical knowledge of current legislative, industry and corporate standards
Strong written and oral communication skills
Excellent client service orientation
Competent with a variety of technology applications e.g. Office, XPlan, etc
Self-motivated with regards to personal and professional development
The Benefits
This is a fast paced busy environment and you must be prepared to get your hands dirty. You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.
Remuneration:
A highly attractive salary package will be negotiated for the successful applicant based on skills and experience
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