Address- Do you have some experience as a CSO within a financial services company and now want to take your career forward?
- Have you started or want to start your PY?
- Have you supported a senior adviser with clients and now looking to be developed further and work towards looking after your own clients
- Main point of contact for clients and arranging client meetings
- Sitting in on client meetings and developing Strategies with a senior advisor
This role is ideal for anyone who seeks career development, Driven and Passionate with long term opportunity with pathway to become an Adviser.
We are currently recruiting a CSO /Associate Advisor to work as part of an excellent team.
This role is ideal for anyone who seeks career development, ability to start or complete PY and be given a client base when you are ready plus new clients via referral networks.
The role:
- Have you supported a senior adviser with clients and now looking to be developed further and work towards looking after your own clients
- Main point of contact for clients and arranging client meetings
- Assist with client annual review and meeting preparation
- Sitting in on client meetings and developing Strategies
- Client management
- Career development supported and encourage
About you:
- 2+ years’ experience in Financial Services
- Ability to multitask and good organisational skills
- Driven and looking for career development
Salaries depend on experience and position
Please send your resumes to *****@berrittaconsulting.com.au
