Financial Planning Associate

FINANCIAL PLANNING ASSOCIATE 

An exciting opportunity exists to join one of the region’s leading Financial Advice and Mortgage Broking firms, Coastline Advice. The award-winning business with offices in Torquay, Anglesea, Barwon Heads and Wonthaggi are looking for an experienced, energetic, ambitious, and self-motivated Financial Planning Associate to join their vibrant team.

The Opportunity: 

As a Financial Planning Associate, you will work closely with one of their advisers, providing support in Financial Planning administration. Your role involves driving client appointments, Paraplanning and building long-term, trusted relationships with clientele. 

This position is a gateway for those passionate about Financial Planning, offering unparalleled prospects for personal and professional growth in the industry. Coastline Advice looks at the Associate role as a stepping stone to becoming a Financial Adviser with robust mentorship provided.
 

About You: 

Coastline Advice are seeking somebody with a strong technical background in finance and a self-driven, motivated attitude. A team player with attention to detail is paramount. 

Your skills and experience:

Essential:

• Highly driven and motivated individual with a 'Self Starter' mentality
• Confident communication and written skills, with attention to detail
• Strong analytical and problem-solving ability
• Professional phone manner

Desired:

• Prior experience in Financial Planning 
• Diploma of Financial Planning (DFP) or Degree level qualification or close to completion 

To apply, kindly submit a cover letter and CV. 

Remuneration: 

Salary package is negotiable dependent on experience.

Coastline Advice offer an innovative and supportive work environment. As we currently have offices located across the Surf Coast and Bass Coast, some travel between these offices may be required, however the role is predominately out of our Torquay office.