JOIN US & GROW
We are seeking a talented advice professional to join our advice team . This role is suited to someone dedicated to an advisory career and seeking full time employment.
- Supporting Advisors in delivering excellent Financial and Wealth Management;
- Preparing strategic advice, detailed financial modelling and portfolio management;
- Building and maintaining trusted relationships with clients and their external professionals; and
- Following and developing firm procedures to ensure compliant and excellent client experience.
Attributes
- Growth and development mindset;
- Self-motivated, energetic and a team player;
- Commitment to excellence and outstanding presentation; and
- Passion for Our Values and Purpose.
Qualifications
- Degree in Business, Commerce, Economics, Law, Engineering or similar (required);
- Degree in Financial Planning (preferred);
- Commenced or open to embarking on a Graduate Diploma in Financial Planning.
Experience
- Minimum 2-3 years’ experience in the professional services;
- Professional services experience (accounting, law, consulting) and seeking a change;
- Financial services experience (preferred).
Benefits
- Competitive Remuneration – based on experience;
- Growth and Development program;Financial support for required formal education;
- Opportunity for team-based incentives and rewards; and
- Be part of a Thriving and Caring Team Culture.