Junior Financial Adviser

Position Title: Junior Financial Adviser

Location: Wagga Wagga

Company Overview:

Easdowns Financial Services is a highly regarded financial advice firm dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. With a focus on integrity, professionalism, and client-centric solutions, we strive to empower our clients to achieve their financial goals and secure their financial future.

www.easdownsfinancialservices.com.au

We are now recruiting a Junior Financial Adviser to join our expanding team.

Position Overview:

We are seeking a highly motivated and enthusiastic individual to join our team as a Junior Financial Adviser. The Junior Financial Adviser will work closely with senior advisers to support client relationships, conduct financial analyses, and provide personalized financial guidance to clients. This position offers an excellent opportunity for professional growth and development in the financial advisory field.

Key Responsibilities:

1. Client Relationship Management:

   - Assist senior advisers in building and maintaining strong client relationships through regular communication and proactive service to our clients.

   - Participate in client meetings and presentations alongside senior advisers, providing support and assistance as needed.

   - Respond to client inquiries, address concerns, and provide timely follow-up to ensure client satisfaction.

2. Financial Analysis and Planning:

   - Develop the skills to provide comprehensive financial analyses, including cash flow projections, retirement planning, investment analysis, and risk assessments.

   - Assist in developing personalized financial plans and investment strategies tailored to clients' unique goals, risk tolerance, and financial circumstances.

   - Utilize financial planning software and tools to generate reports, presentations, and recommendations for clients.

3. Investment Management:

   - Support senior advisers in researching investment opportunities, analysing market trends, and evaluating investment products and strategies.

   - Assist in portfolio construction, asset allocation, and rebalancing activities to align with clients' investment objectives and risk profiles.

   - Monitor and review client portfolios regularly, proactively identifying opportunities for optimisation and adjustment.

4. Compliance and Regulatory Compliance:

   - Ensure compliance with industry regulations, firm policies, and best practices in financial advisory services.

   - Maintain accurate and up-to-date client records, documentation, and disclosures in accordance with regulatory requirements.

   - Stay informed about changes in laws, regulations, and industry standards affecting financial advisory practices.

Qualifications:

- Studying or completed a Bachelor's degree in accounting, finance, economics, or related field.

- Previous experience in the financial services industry is not a pre-requisite.

- Strong analytical skills with the ability to interpret financial data.

- Excellent communication and interpersonal skills, with the ability to explain financial concepts in a clear and concise manner.

- Detail-oriented with a commitment to accuracy and compliance.

As part of your development, we will assist you in completing the Professional Year to become a qualified Financial Adviser.

Joining our team as a Junior Financial Adviser offers an exciting opportunity to gain valuable experience in the financial advisory field and contribute to the success of our clients. If you are a motivated and dedicated individual with a passion for helping others achieve their financial goals, we encourage you to apply and embark on a rewarding career path with us.