An exciting opportunity exists to join a quick-growing financial planning business based in the Sydney's CBD. Our company is experiencing some significant growth and is looking for an Associate to join our fun and dynamic team. As a team, we are all passionate about helping our clients become financially successful and we like to give back to the community through various charity initiatives.
n
About the role:
n
Working closely with the existing Financial Advisors and offshore teams, the successful applicant will be a team player who wants to develop their career within a fast growing business. This role will suit someone who is self-motivated, organised and has a strong eye for detail.
n
Typical duties will include:
n
n
Provide support to the Financial Advisors, including client management and preparation of advice
n
Work with the Financial Advisors& offshore teams to construct the advice for clients
n
Assist with the management of the offshore admin team on the preparation ofSOA's, ROA's and reports for ongoing reviews
n
Work with the team to ensure the company's technology suite and compliance are kept up to date
n
n
What's in it for you?
n
A market-competitive salary structure will be offered to the right candidate. The remuneration package will be negotiable depending on your skill-set and previous work experience.
n
We are committed to continually working with our staff to progress their careers, so there is a genuine opportunity to progress into a advisor role in the future. Culture is big part of our company and the successful candidate will be working with a fun, passionate and dynamic team.
n
Some key attributes/requirements will be:
n
n
Minimum 6 months experience in a similar or industry related role
n
Completed or currently studying a Diploma in FP/approved degree (preferred, but not essential)
n
Excellent communication and customer service skills
n
Experienced in using excel/word/office and other technologies such as customer relationship malmanagement (CRM's) systems
n
Solid attention to detail and organisational skills
n
📌 Associate Montara Wealth New South Wales
🏢 Montara Wealth
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.