Company

Andersen PartnershipSee more

addressAddressMelbourne, VIC
CategoryAccounting & Finance

Job description

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 *****@andersenpartnership.com.
Refer code: 2164721. Andersen Partnership - The previous day - 2024-05-08 00:44

Andersen Partnership

Melbourne, VIC
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