Associate Financial Adviser
Use your drive and industry knowledge to take your career to the next step by learning from a leading Senior Financial Adviser based in Essendon About the company Our client is a boutique financial planning firm offering holistic financial advice at their premier Essendon location. The young and dynamic team work collaboratively to service their growing client base. About the role You will be working alongside the senior financial adviser to develop holistic strategies for clients across different demographics.
You will be responsible for meeting and developing strong long-term relationships with clients. You will also be the first point of call for any clients whom have general enquiries. Coordinate and prepare required documentation for new and existing clients.
Managing and actioning incoming emails and mail Support successful delivery of advice. Skills & experience Bachelor of Financial Planning or FASEA related course Experience working in a financial planning practice Strong attention to detail Ability to build strong rapport with clients. Culture Friendly, collaborative and vibrant team environment Accelerated training and development Fast paced and client focused.
Benefits Accelerate your career Work in a flexible team environment Be mentored by the partner of the firm. How to apply If you are interested in learning more about this position, please contact Fabian Ruggieri at Kaizen Recruitment on 03 9002 4059 or apply via the attached email link..