Address
Form of work
SalaryAssociate Advisor - opportunity to complete PY.
- Are you currently studying or a graduate looking to start your PY!
- Are you currently working in a Paraplanner or Client Service role looking to commence your PY?
If you answered “Yes” to the above, we have an excellent opportunity for you to join a growing financial advice business and commence completion of your professional year with view to becoming an advisor.
The Role
You will be working alongside the Senior Financial Advisors and liaising with other team members in regard to the following;
- Liaise with clients in regard to meetings and documentation.
- Assist with preparation of Statements of Advice
- Prepare all documentation required for review meetings
- Lodgment of investments with fund managers
- Lodge withdrawal requests with superfunds
- Attend client review meetings with the Advisors and manage all documentation from meetings
- Source/Research and analysis of products
Ideal Background
- Relevant degree qualification and/or be studying towards financial advice qualification
- To have some experience working in financial advice
- Passion to become a career financial advisor
- Excellent communication skills and enjoy working in a team environment
- Strong work ethic
If you would like to be part of this dynamic business please apply online or for a confidential discussion please call Liz Medwin at LMRecruitment 0418 385 ***
