Join a growing financial planning practice and support a financial adviser managing a substantial client portfolio. You'll help service an existing client base while developing your own pathway into advice and the Skilled Year.
Support adviser with client reviews and follow-up
Manage client files and workflow tasks
Assist with strategy development and implementation
Submit paraplanning requests and track progress
Attend client meetings and prepare documentation
Liaise with clients and internal stakeholders
Assist with ongoing servicing of existing clients
Build capability toward managing your own client base
Skills & Experience
Experience as a CSO or Associate Adviser within a financial planning firm
Knowledge of holistic advice and strategies
Xplan experience
Relevant financial planning studies underway/completed Strong client service and relationship skills
Benefits
Explicit pathway into Professional Year and advice
Existing client base available for future ownership
Ongoing training, mentoring and development
Half-day Fridays with lunchtime finish
Fun, social and supportive team culture
Opportunity to join a rapidly growing business
About the Company/Culture
Our client is a well-established financial services business with multiple offices across Queensland. They provide holistic advice covering superannuation, investments, personal insurance, cash flow management, lending and accounting services.
People enjoy working here because of the genuine team culture, team-oriented environment and strong focus on development. The business has invested heavily in systems, processes and training, creating a streamlined workplace where team members can thrive and progress their careers.
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