JVA Financial Services, Sydney Associate
vor 3 Wochen
JVA Financial Services are growing We are heading into 2023 with new opportunities, new processes and great clients to work with.We are currently looking for driven and enthusiastic Associates and Client Service Officers who are looking to develop their Financial Planning career in a supported environment. JVA are proud to be able to provide a career pathway to emerging planners and support through their Professional Year.If you have previous experience in a financial planning practice, place client experience as your priority and thrive on a diverse work environment with plenty of opportunity for growth, development and reward, a role with JVA could be for youWork Type In Person Role Type Support Staff Employment Type Full Time About the role
Our Adviser and Client Services Teams work closely together to ensure that client outcomes are met in a timely and professional fashion. They build effective working relationships and both prepare for and attend existing client reviews and new client meetings.Our Assoicates assist in developing strategic recommendations; all while delivering an exceptional client experience.Our Client Service Officers provide proactive client focused practice administration support in order to provide our clients with what they need to achieve their goals and build strong, long term Financial Planning Client relationships.Perks and benefits
We have a great team of people with some great skills who do a great job looking after our clients. So we look after them with;– Formal Training and Personal Development sessions run on a regular basis– Quarterly ‘ME’ days– Bonus Scheme for all team members– Access to Personal Financial Advice– Regular Team Social EventsSkills and experience
We are looking for a client focused individual who is able to demonstrate high levels of both consistency and efficiency in your work. You will have excellent communication skills and be both advice and process driven, with at least 2 years previous experience in a Financial Planning environment;– Proven ability to build rapport with clients / strong working relationships.– Excellent interpersonal skills, verbal and written communication.– Strong computer skills using Microsoft Office (and the ability to learn new systems quickly).– Previous experience using XPlan is a plus.– Superior organisational and time management skills.– The desire to work in a busy office whose focus is delivering an excellent client experience and delivering on our promises.– Have either completed or currently be undertaking relevant study to become a financial adviser / technical lead.
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Perth, Österreich Ensombl VollzeitEvalesco Financial Services, Sydney NSW, AustraliaWork Type Flexible Role Type Advisor Employment Type Full Time About the businessAs one of Sydney’s most respected and passionate financial advice teams we strive to empower our clients, through the delivery of great financial advice, to be healthy, wealthy and happy.About the roleWe are looking for an...
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