Address- Grow your career in Wealth Advisory
- Opportunity to be mentored, undertake or continue your Professional Year
- Collaborative, friendly, and innovative team
Our client is a top mid-tier advisory and accounting practice. Their Wealth Advisory team provide exceptional, holistic financial advice for clients across Australia and New Zealand.
With an award-winning culture and regular ongoing professional development opportunities, there are endless opportunities to grow your career within the Wealth Advisory team or wider business.
About the role
You will be working alongside a national team of experienced financial planning professionals including senior Financial Advisers, associate advisers, paraplanners, and client services officers. You will be responsible for providing a high level of support to Financial Advisers and clients.
Key responsibilities
- Prepare for adviser advice and review meetings
- Liaise with clients, paraplanning and client service teams to implement advice recommendations
- Participate in client meetings and assist with strategy development
- Maintain client records to high standard
- Deliver an exceptional client experience.
- Driven to become a Financial Adviser in the next 1-3 years
- Excellent written and verbal communication skills
- Robust organisational skills and strong attention to detail
- Thorough understanding of the financial advice process and industry
- Financial Planning CRM experience (Xplan ideal)
- Financial Planning related degree or working towards this.
- Friendly, collaborative, and vibrant team environment
- Accelerated training and development
- Fast paced and client focused.
- Opportunity to be mentored and undertake your Professional Year
- Be a part of an inclusive and team orientated environment where everyone is heard
- Progress to a Financial Adviser within 1-3 years.
If you are interested in learning more about this position, please contact Emerson Harvey at ********@rivarecruitment.com.au or apply via the attached email link.
Additional information
- Grow your career in Wealth Advisory
- Opportunity to be mentored, undertake or continue your Professional Year
- Collaborative, friendly, and innovative team
