AddressOur Bell Partners Wealth Creation Sydney team are currently seeking the services of a passionate and motivated Associate Advisor to join our dynamic and professional Financial Advisory team.
This is a fantastic opportunity for a confident candidate who has either fully or partially completed their Financial Planning qualifications and is looking to take the next step into a career in Financial Advice.
The opportunity;
- The opportunity to work alongside a team of highly qualified professional financial advisors with a clear and defined career pathway towards becoming a financial advisor.
- You will have the opportunity to work with the advisors around formulating and delivering comprehensive financial advice to a range of clients.
- Be part of highly energetic, fun and dynamic team with a common goal and focus.
Responsibilities;
- You will be assisting the Financial Advisory team and Financial Advisors in the provision of compliant financial advice to new and existing clients of the firm.
- Working with Senior Advisors to develop and produce high level complex strategy advice documents
- Liaising with financial institutions around the implementation and ongoing management of client portfolios
- Communication with internal teams & co-ordination of client information
- Communicating with clients as and when required
- Supporting and encouraging other team members by actively displaying positive team and organisational behaviour
The ideal candidate should possess;
- At least 1 years’ experience in the financial advice/planning industry
- Relevant qualifications and a plan to meet the FASEA requirements would be ideal if you have a career goal
- Willingness to learn and high-level enthusiasm
- Excellent communication skills both verbal and written
- MS Office knowledge (Word and Excel primarily)
- Attention to detail
- Well organised and able to deal with multiple tasks
- Punctual and reliable
- Very well presented
- Highly motivated
- Service orientated
Start your career now in this Award Winning Firm, located in the ultra-modern offices on King Street Wharf in the CBD.
If you believe you are suited to join our organisation, we’d be interested in hearing from you.
We are now taking applications for an immediate start.
