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Financial Planner Associate
Your new company
This mid-sized Chartered Firm provides the full suite of services to their clients including Accounting, Tax, Advisory, Financial Planning and Superannuation. The close knit team supports each other and works together to ensure the best outcome for their clients.
Your new role
You will be assisting the Financial Planner to provide accurate and timely advice to our client base and help build new relationships. You will be developing financial planning and investment strategies for clients, conducting reviews and assisting with marketing initiatives.
What you'll need to succeed
You will have completed the Advanced Diploma of Financial Planning and will have a couple of years experience in a client facing para-planner role. You will demonstrate proficiency in using the full range of MS Office applications.
What you'll get in return
You will be joining a positive and supportive working environment working under a Financial Planner who loves to pass on their knowledge. This position offers excellent progression opportunity.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Jason Hudson on 82310820 for a confidential discussion.