Financial Planning Associate
vor 2 Monaten
Scope Advisory - seeking a Financial Planning Associate
We are looking for our next Associate super star. Scope Advisory is a full service financial planning office, working with business owners, growing families and people transitioning towards retirement.
The successful candidate will be offered a career as a financial adviser, with the opportunity to get client exposure from 'day 1'. You will be supported to build upon your technical and client interaction muscles, whilst you learn all the skills needed to help our clients achieve the goals most important to them.
Ideally you will have worked in a financial planning environment for a minimum of two years, and have experience across the various areas of the advice process. Knowledge of financial planning strategies is essential.
At Scope you will receive a solid grounding in the financial planning industry and develop your knowledge and skills. You will gain experience in, and become responsible for the following areas:
Helping our advisers prepare the information and conversations needed for client meetingsAttending and participating in client strategy and review meetingsDeveloping advice and strategies to help support these meetingsFor the right person, this role offers opportunity for continued development and progression. We also offer the ability for you to do your professional year.
Please send through your CV ****** or apply through the Seek website.
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