Adviser Assistant - PY Pathway / Graduates

Our Clients:

Our clients are a medium sized award-winning Financial Planning firm in the Ipswich CBD and are looking for a Financial Adviser Support candidate to join their team who is genuinely passionate on helping clients. We are open to Financial Planning Graduates. 

You will be ideal for this role if you have finished your FASEA approved degree and want to progress into a financial adviser or currently working in an advice firm that doesn’t have any PY pathway. We are looking for someone to join the business long-term and start taking over clients when fully trained. 

The Role:

• Work with holistic advice across; investments, superannuation, SMSF, trusts, etc.
• Work with the Financial Adviser to understand the business before starting your Professional Year
• Implementation and review of advice documents
• Proactively managing and supporting our clients to take the follow up action to implement their financial advice and strategies
• Comply with legislative and regulatory frameworks
• Genuinely care about client outcomes and provide quality advice
• You must always put the client first

You Will Need:

• MUST have a FASEA approved degree or currently studying
• Passionate about financial planning and eager to grow into a financial planner
• 12 months experience in financial planning is ideal
• Open to Financial planning graduates
• Passion for providing quality advice to make a different to clients

Please Apply for this role if you are passionate about financial planning and interested in a confidential conversation.