AddressASSOCIATE ADVISOR - become an Advisor
- Great career opportunity to complete PY
- Leading Advice business in regional areas!
- Excellent Remuneration and Mentoring by best in the industry!
This is an exciting opportunity to join a leading financial advice business which has a reputation for providing quality financial solutions for client's individual circumstances and future financial security.
The business offers holistic advice including financial planning, insurance and mortgage solutions to clients allowing all needs to be kept in one place.
The Role
- To work closely one on one with a Senior Advisor and provide a high level of service to the clients and a continued development of relationships for the future.
- In consultation with the Senior Advisor discuss outcomes from client meetings and complete analysis of client portfolios and recommend relevant changes.
- To complete Statements of Advice and ensure lodgment of all investment documentation.
- Prepare all documentation for client review meetings
- Assist clients with any enquiries in regard to their investment portfolios
- Liaise with external providers, referral partners and internal team.
- To have an understanding of compliance requirements for the advice industry.
To be successful
- To have completed your approved financial planning qualifications
- To understand the relevant compliance requirements
- Ability to work in a team environment
- To have knowledge of investments, super funds and insurance
- To be passionate about the financial advice industry and want to make this a career for the future.
For more information or a confidential discussion regarding this excellent career opportunity contact Liz Medwin - ***@LMRecruitment.com.au or apply online
