Associate Advisor - Opportunity To Complete Py

Associate Advisors - several roles

• Graduates looking for a start to complete Professional Year
• Training & Mentoring Provided
• Located in the Leafy North/Metro 

As a result of the business growing, we have an opportunity for Financial Planning Assistants who are looking for the chance to complete their Professional Year with a dynamic practice and grow into a PY Advisor role.

The Role

You will be working alongside the Senior Financial Planner in regard to;

• Scheduling client meetings
• Assisting with preparation of Statements of Advice
• Client database management using XPlan
• Liaise with clients in regard to meetings and documentation.
• Lodgment of investments with fund managers
• Attend client meetings with planner and manage documentation from meetings
• Source/Research & analysis of products
• General administrative duties

Ideal background

• Relevant degree qualification and/or be studying towards a financial planning qualification.
• To have some experience working in the financial planning or banking industry
• 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 further information or a confidential discuss please call Liz Medwin at          LM Recruitment - 0418 385 ***