23 Sep
|
FS Recruitment Solutions
|
Victoria
23 Sep
FS Recruitment Solutions
Victoria
Job Description
FS Recruitment Solutions seeks an Associate Adviser to join a client-focused financial planning team. You will work with Senior Advisers, attend joint meetings, and progressively manage your own portfolio as you grow in a collaborative, integrity-driven environment.
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Key duties include drafting SOAs/ROAs, strategic modelling with Xplan, and end-to-end implementation while maintaining robust communication with clients and third parties. Flexible hours and remote days post-probation are offered.
📌 Remote-Ready Associate Adviser - Financial Planning (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria