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Form of workAt Partners Wealth Group (PWG) we are proud of our dynamic culture. We have and will continue to invest a lot in our people, systems and facilities and have seen exciting growth in all areas to make us one of Australia’s leading providers of business and financial advisory services for high net worth individuals, business owners and organisations.
About the Role:
The Associate role is a great opportunity for graduates to kickstart their pathway within the Financial Planning industry and can guide you into utilising your talent for the right career.
In this role, you will be responsible for performing tasks that comprise the implementation and ongoing administration of clients’ financial strategies. Working closely with Financial Advisers, you will be required to:
- Provide quality service and maximize customer satisfaction
- Manage the implementations of new investments and insurance policies
- Maintain accurate data and records
- Produce client correspondence and reports
- Liaise with our various referral partners
Our ideal candidate:
- Business related degree or Graduate diploma of Financial Planning required
- Recently graduated or fresh to the Financial Planning industry
- Genuine interest in advancing your career within the Wealth management industry
- Has excellent relationship management and administrative skills
- Has a passion for personal growth and a sincere desire to assist clients with achieving their financial goals
- Great energy and highly motivated to achieve growth and meet deadlines
Our Culture:
Partners Wealth Group have been recognised in the Top 10 AFR BOSS Best Places to Work Awards in 2022.
- Fast paced and client focused
- Accelerated Training & Development
- Genuine and friendly team environment
- Great office space; and
- Good social network
Apply now and find out why we are a great place to work!
Please note, only shortlisted applicants will be contacted.
