Associate Adviser

We are looking for an enthusiastic candidate passionate about financial planning to join our busy Financial Service Team in Tamworth or Armidale. 

If you are self-driven and excel in time management skills, you will be well suited, as the role works closely with Advisers in preparing advice for clients.

You will assist in delivering client outcomes by designing and developing financial strategies and preparing advice documents.

Experience in direct equities, self-managed superannuation funds, personal risk insurance, and general strategic planning experience will be well regarded., but not essential.

This technical role requires working towards or being willing to obtain an approved FASEA Qualification. This role would suit a current graduate or someone completing their studies in 2024/2025.

To apply - please provide a cover letter and resume via SEEK.

If you would like further information about the role then please email **@forsyths.com.au