Much More Than Money is a financial advice and broker business with offices in Canberra and Sydney. We approach financial advice by placing our focus not on the size of our client's portfolios but instead on their core values and goals. We partner with our clients through their life journey to ensure they get a return on life, not just a return on investment. Increasing value is what we do, but we also give back. A cornerstone of our philosophy is supporting the communities in which we operate, donating a percentage of after-tax profit to charities.
We've been around for more than 20 years and we are accelerating our growth. Although we're considered a larger advice practice, we are a family values-based business and work hard to ensure we have a great culture for our team where people feel genuinely valued and have the opportunity to showcase their strengths.
Explore the Opportunity As part of our growth, we need an Associate to join us as we continue to build Much.
In this role, you'll be supporting Advisers and their team in collaborating with clients to ensure their affairs are proactively planned and managed to optimise their financial position. Your day-to-day activities will include working closely with Advisers and clients, sitting in on client meetings and being responsible for the implementation of related tasks including implementing advice recommendations and liaising with stakeholders to achieve resolutions. You'll also be focused on ensuring compliance standards are met and maintained.
Our Wish List To be great at this role, we need someone who is client-focused and has a growth mindset. We need people who are:
Organised, efficient and love being part of a high performing team; Focused on providing a high level of service and client satisfaction; Curious and enjoy problem solving; Great with routine and attention to detail; Punctual, reliable and thorough; Loves learning and growing. Previous experience in the financial planning industry is preferred.
What We Can Offer You The opportunity to learn from some of the industry's best Flexible working arrangements Five weeks of annual leave per year Lifestyle and wellness leave (2 days per year) Professional development allowance Company paid parental leave Team bonus To Apply For a confidential discussion, please call Leah Malaxos on 0412997*** or email ******. To apply for this position, click on the apply button and include your resume and a cover letter.
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