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Apex Financial Advice | Associate Adviser/ Professional Year/ Junior Financial Adviser | Brisbane
vor 1 Monat
Associate Adviser/ Professional year/ Junior Financial Adviser We are a growing financial planning company offering holistic advice to our clients ranging from wealth creation, debt management, retirement planning and more.
We also specialise in advice for current serving members & Veterans of the Australian Defence Force.
We are looking for a Full time Associate Adviser/ Professional year candidate or Junior Financial Adviser.
The candidate will require some background financial experience, either as a CSO or Paraplanner.
We are looking for someone with enough experience to step into their professional year development with immediate effect.
We also would be open to someone who has recently completed or is partway through their professional year and is now listed on the ASIC register.
The successful applicant will work alongside our current staff in creating a seamless experience for our clients.
They will also work closely with our administration and paraplanning team to complete day-to-day tasks as well as providing assistance to Financial Advisers where needed.
They will also partake in client meetings, eventually leading to running these meetings.
Qualifications & experience
Previous experience is necessary A passion for finance and working in the industry is essential Time management skills and the ability to work autonomously Strong attention to detail Exceptional communication and interpersonal skills Proficiency in Microsoft Office suite Tasks & responsibilities
Using templates to generate future wealth and debt projections Liaising with advisers in relation to financial plans Liaising with clients Maintaining office spreadsheets Daily office hours are 8:30am - 5pm Regular staff social events Professional, supportive and fun working environment Collaborative workplace Weekly pay cycle *Only Australian Residents with the appropriate rights to work in Australia need apply.
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