Personal Choice Financial Advisors, Llc | Associate Financial Advisor | Canberra | $90K
Vor 6 Tagen
An Associate Financial Advisor role has opened up in Canberra.
Intergrated Financial Services Boutique Practice - National Firm Close working relationship with 2 x Senior Advisors Development role for progression The purpose of the position is to provide professional and proactive support to two senior Financial Advisors to enhance the client relationships and ensure they are well equipped to service their clients.
Develop your personal confidence in client facing situations, assist with strategy development, support client relationships, interface with national support teams to ensure efficient and effective SOA turnaround times.
Responsibilities: Assist Financial Adviser(s) with client meetings and presentations Take responsibility for file notes and action items from client meetings Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements Provide assistance to the Financial Adviser support team with client paperwork, preparation of lodgements Assist Financial Adviser(s) with practice compliance requirements Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s) Review/assist SOA's production with PP division, submit to Financial Adviser(s) for review and make modifications as required Review/prepare relevant Financial Modelling for client situations Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development Requirements: (Preferred) Tertiary qualified in a discipline such as financial planning, accounting Good understanding of the financial planning industry Sound technical knowledge of current legislative, industry and corporate standards Strong written and oral communication skills Excellent client service orientation Competent with a variety of technology applications e.g.
Office, XPlan, etc Self-motivated with regards to personal and professional development The Benefits This is a fast paced busy environment and you must be prepared to get your hands dirty.
You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.
Remuneration: A highly attractive salary package will be negotiated for the successful applicant based on skills and experience
#J-18808-Ljbffr
-
Associate Financial Advisor | Canberra | $90K
Vor 6 Tagen
Canberra, Österreich Personal Choice Financial Advisors, Llc VollzeitAn Associate Financial Advisor role has opened up in Canberra.Intergrated Financial ServicesBoutique Practice - National FirmClose working relationship with 2 x Senior AdvisorsDevelopment role for progressionThe purpose of the position is to provide professional and proactive support to two senior Financial Advisors to enhance the client relationships and...
-
Canberra, Österreich Personal Choice Financial Advisors, Llc VollzeitPrivately owned mature boutique financial planning firm 2 x Offices and 3 x Senior Financial Advisers Direct Mentoring from a Senior Professional The position will suit aspiring Financial Advisers looking to take the step into a client facing role and will lead to completing a Professional Year after a settling period. The Business The business specialises...
-
Canberra, Österreich Personal Choice Financial Advisors, Llc VollzeitPrivately owned mature boutique financial planning firm2 x Offices and 3 x Senior Financial AdvisersDirect Mentoring from a Senior ProfessionalThe position will suit aspiring Financial Advisers looking to take the step into a client facing role and will lead to completing a Professional Year after a settling period.The Business The business specialises in...
-
Canberra, Österreich Ensombl VollzeitMuch more than money is based in Canberra and Sydney, and has five financial advisers and 23 team members.Our clients are diverse and we have built long standing relationships with them as they progress through their financial journey.Much is committed to the development of team members and provides a flexible working environment with many additional...
-
Accor Hotels | Financial Controller | Canberra
vor 1 Monat
Canberra, Österreich Tideri Jobbörse VollzeitCompany Description With over 400 hotels in Australia and New Zealand, and over 5,000 globally, Accor offers limitless opportunities to grow your career within a supportive network of like-minded professionals.As Accor's flagship hotel in ACT, Novotel Canberra is located right in the heart of Canberra, with 286 guest rooms, 7 meeting rooms and a newly...
-
Hsqc Partners | Financial Planner | Canberra
vor 1 Monat
Canberra, Österreich Tideri Jobbörse VollzeitFull time About UsAt HSQC Partners, we are committed to helping our clients achieve their financial goals through tailored financial advice and strategies.With a reputation for excellence, we pride ourselves on providing personalised, professional services across investments, superannuation, retirement planning, and wealth management.We are currently seeking...
-
Aps 6 - Financial Advisor
vor 2 Monaten
Canberra, Österreich Australian Government VollzeitThe RoleAre you up for a challenge in one of Defence's priority areas? Do you thrive on achieving outcomes?We have an exciting opportunity for quick-thinking finance professionals to join our Guided Weapons and Explosive Ordnance (GWEO) – Finance Business Partner team within the Defence Finance Group (DFG).We are looking for talented finance professionals...
-
Elitesupps | Financial Accountant | Canberra
vor 2 Monaten
Canberra, Österreich Tideri Jobbörse VollzeitUp to $115,000 per annum plus 11.5% super Permanent full-time opportunity | Canberra Location | Up to $115,000 per annum plus 11.5% superannuationOVERVIEWElite Supplements is Australia's fast-growing health supplements company, and one of the fastest growing companies in Australia having recently been named in the AFR's Top 100 fastest growing companies two...
-
Senior Associate | External Audit
vor 2 Monaten
Canberra, Österreich Tideri Jobbörse VollzeitSenior Associate | External Audit - Canberra Our PwC Private builds and protects client wealth, to safeguard their futures.From multimillion dollar private businesses to massively diverse enterprises, our world covers the spectrum of private clients.We look beyond the numbers and take time to understand our clients' personal circumstances and aspirations, as...
-
Principal Consultant – Financial Advisory Services
vor 2 Monaten
Canberra, Österreich Tideri Jobbörse VollzeitPrincipal Consultant – Financial Advisory Services Projects Assured is a Canberra-based consultancy delivering expertise to the market across Management Advisory, Capability Management, and Information Technology Services.We are trusted strategic advisors and proven delivery partners, with an excellent reputation for solving our clients' most challenging...
-
Principal Consultant – Financial Advisory Services
vor 2 Monaten
Canberra, Österreich Projects Assured VollzeitPrincipal Consultant – Financial Advisory ServicesProjects Assured is a Canberra-based consultancy delivering expertise to the market across Management Advisory, Capability Management, and Information Technology Services. We are trusted strategic advisors and proven delivery partners, with an excellent reputation for solving our clients' most challenging...
-
Financial Controller
vor 1 Monat
Canberra, Österreich Accor Hotels VollzeitCompany DescriptionWith over 400 hotels in Australia and New Zealand, and over 5,000 globally, Accor offers limitless opportunities to grow your career within a supportive network of like-minded professionals.As Accor's flagship hotel in ACT, Novotel Canberra is located right in the heart of Canberra, with 286 guest rooms, 7 meeting rooms and a newly...
-
Financial Controller
vor 1 Monat
Canberra, Österreich Accor Hotels VollzeitCompany Description With over 400 hotels in Australia and New Zealand, and over 5,000 globally, Accor offers limitless opportunities to grow your career within a supportive network of like-minded professionals.As Accor's flagship hotel in ACT, Novotel Canberra is located right in the heart of Canberra, with 286 guest rooms, 7 meeting rooms and a newly...
-
Canberra, Österreich Tideri Jobbörse VollzeitUp to $115,000 per annum plus 11.5% super Permanent full-time opportunity | Canberra Location | Up to $115,000 per annum plus 11.5% superannuationOVERVIEWElite Supplements is Australia's fast-growing health supplements company, and one of the fastest growing companies in Australia having recently been named in the AFR's Top 100 fastest growing companies two...
-
Experienced Analyst | Cfo Advisory | Canberra
vor 1 Monat
Canberra, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 3474318 week paid parental leave, employee discounts, perks and awards!Flexible work arrangements - work in a way that suits you bestLearn from the best in Business and get unlimited access to learning and development opportunitiesOur team of financial advisors and accountants based in Canberra is growing more than ever as our Federal...
-
Senior Financial Adviser
vor 2 Wochen
Canberra, Österreich International Search Partners VollzeitAdd expected salary to your profile for insightsWith a strong presence across Australia, this reputable Financial Planning and Accounting practice specializes in providing clients with comprehensive advice across superannuation and retirement planning, investments, SMSF's, personal and general insurance and lending services. With multiple locations...
-
Ey | Manager And Senior Manager
vor 4 Wochen
Canberra, Österreich Tideri Jobbörse VollzeitManager and Senior Manager - Canberra - EY Description Make Your Mark in a Dynamic CareerWe're looking for exceptional Audit professionals to join our team in Canberra as Manager and Senior Manager .As an Auditor at EY, you'll play a critical role in delivering trust and confidence in clients' financial reporting through meaningful insights into accounting,...
-
Experienced Analyst | Cfo Advisory | Canberra
vor 1 Monat
Canberra, Österreich Illinois Cpa Society VollzeitJob Requisition ID: 3474318 week paid parental leave, employee discounts, perks and awards!Flexible work arrangements - work in a way that suits you bestLearn from the best in Business and get unlimited access to learning and development opportunitiesOur team of financial advisors and accountants based in Canberra is growing more than ever as our Federal...
-
Pwc | Senior Associate | External Audit
vor 1 Monat
Canberra, Österreich Tideri Jobbörse VollzeitSenior Associate | External Audit - CanberraOur PwC Private builds and protects client wealth, to safeguard their futures.From multimillion dollar private businesses to massively diverse enterprises, our world covers the spectrum of private clients.We look beyond the numbers and take time to understand our clients' personal circumstances and aspirations, as...
-
Financial Planning
vor 3 Monaten
Canberra, Österreich Raytheon Technologies VollzeitLocation: Canberra, Australian Capital Territory, AustraliaFast Paced Dynamic Work EnvironmentHigh calibre team with great benefits and professional developmentDate Posted:2024-08-13Country:AustraliaLocation:AUSACT112: Brindabella Park ACT, 4 Brindabella Circuit, Level 1, Canberra Airport, Canberra, ACT, 2609, AustraliaPosition Role Type:UnspecifiedRaytheon...
