AddressAs a Graduate Financial Planner at Evolve Wealth Management, you will embark on a rewarding career path in Financial Planning and advisory services. You will work closely with the administration team as well as the senior financial planners and advisors, gaining hands-on experience and developing your expertise in Financial Planning, investment strategies, and client relationship management. This is an excellent opportunity for a recent graduate to start their career in a supportive and professional environment. This position is also open to those that may have been in the industry for 1-2 years.
Working closely with the administration team initially, to assist with client reviews, implementations and general administration tasks, and then progressing to working with the Financial Planners to assist with strategy and preparation of Record of Advice's and Statement of Advice's.
The key responsibilities of the role are as follows;
• Assist administration team with client reviews and implementations where required.
• Prepare financial reports, projections, and recommendations for clients.
• Assist financial planners in preparing comprehensive Statement of Advices and Record of Advices.
• Participate in client meetings and presentations where required, helping to communicate financial strategies and plans.
• Maintain up-to-date knowledge of financial products, regulations, and industry best practices.
• Support the team in various administrative tasks and client relationship management activities.
