Associate Financial Adviser: Grow Your Client Portfolio (Melbourne)

Associate Financial Adviser: Grow Your Client Portfolio (Melbourne)

25 Sep
|
FS Recruitment Solutions
|
Melbourne

25 Sep

FS Recruitment Solutions

Melbourne

FS Recruitment Solutions is seeking an Associate Adviser to support Senior Advisers in delivering tailored financial strategies to a client base largely comprising pre- and post-retirees. You will contribute to fact-finding, implement strategies, draft SOAs/ROAs, and eventually manage your own portfolio.

The role emphasises integrity, collaboration and ongoing professional development. Strong Xplan skills, attention to detail and a proactive, autonomous approach are essential, with adaptable

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📌 Associate Financial Adviser: Grow Your Client Portfolio (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne

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