Associate to Advisor - Opportunity to Complete PYASSOCIATE ADVISOR - Are you a graduate looking to be an advisor?Have you completed qualifications or still studying?Opportunity to commence Professional YearSalaried role with mentoring and coachingThis is an excellent career opportunity to join a professional advice business that thrives on meeting the needs of clients with real solutions to ensure their financial success.This business has continued to grow both in the acquisition of other practices and client portfolios, ensuring the team keeps up with state-of-the-art practices, including education and ongoing development to remain at the cutting edge of the advice industry.As a result of this recent growth, we are seeking an Associate Advisor or graduates who have completed or are close to completing their studies to be FASEA compliant and are seeking an Associate role that will lead to becoming an advisor.The RoleDevelop strong working relationships with clients and provide a high level of service at all timesComplete SOAs and lodge all related investment documentationConduct analysis of client portfolios and recommend implementation of changesEnsure all transactions are in line with compliance requirementsPrepare all documentation for client meetingsAssist clients with any queries regarding their investment portfoliosLiaise with external providers, referral partners, and internal team membersTo be SuccessfulIdeally have completed your Financial Planning qualificationsBusiness-related degree is idealAbility to work in a team environment with excellent relationship and time management skillsAbility to observe compliance requirementsKnowledge of investment platforms, super funds, and insurancePassionate about the financial planning industry and desire a career in this fieldApply now, or for a confidential discussion, contact Liz Medwin.
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