An exciting opportunity has arisen for a full-time Associate Advisor to join the Enlightened Financial Solutions (EFS) team based in Mackay, Queensland.
Who We Are – Enlightened Financial Solutions As part of the Viridian Financial Group, Enlightened Financial Solutions (EFS) is a dynamic and growing team that serves over 400 clients in the Mackay Region and beyond. We pride ourselves on our expertise and commitment to delivering exceptional financial solutions.
About the Role The Associate Advisor will work alongside an experienced Executive Advisor and team to support high net wealth wholesale clients, with the opportunity to be exposed to rare complex cases.
Key Responsibilities Being the first contact to provide efficient and effective communications with clients, internal and external professionals.Attend client meetings in collaboration with the Advisor and contribute to the presentation and discussions, followed by completing file notes and action items from client meetings.Support strategy development, research preparation of quality advice for retail and wholesale recommendations and/or investment proposals for wholesale clients.Liaise with internal teams and external institutions to carry out research, modelling, and calculations, to support the preparation of financial advice to clients.Work collaboratively with team members to ensure quality client outcomes and a cohesive team environment to enable the client experience expected to be delivered.Manage tasks and processes to ensure all comply with our Professional Standards and Guidelines as well as regulations and obligations.Working at EFS Part of the Viridian Financial Group, in 2022, the firm achieved B Corp status with a score of 99.4 and was recognised as one of the "Best for the World" in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.
You will have access to a range of benefits centered around community and inclusivity:
A unique 9-day fortnight and 5 weeks of annual leave per year.Discounted Medibank Corporate Health Cover.Free and confidential Employee Assistance Program for you and your family.Knowledge, Skills & Experience We are after a self-motivated person interested in making human connections. The ideal candidate will enjoy working both independently and within a team. In addition, you will have:
Minimum 2-year experience as a Junior Financial Advisor, Associate, Paraplanner, Advice Delivery Associate (Paraplanner), or Senior Client Services Manager with some experience in wholesale financial advice.Relevant Graduate Diploma / Bachelor's degree or on a pathway via FASEA.Demonstrated experience and working knowledge of wholesale advice delivery is highly desirable (but not essential).Excellent time management and communication skills (both written and verbal), with demonstrated ability to work with stakeholders at all levels of the organisation.Strong attention to detail, analytical skills, and the ability to work in teams or independently.To Apply We warmly welcome candidates who meet the above points under "Knowledge, Skills & Experience" to apply.
Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close on Friday, 22nd November 2024; however, shortlisting will commence immediately.
At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, or nationality. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people to join our team and contribute to our shared success.
#J-18808-Ljbffr