Associate Financial Adviser: Grow Your Client Portfolio (Victoria)

Associate Financial Adviser: Grow Your Client Portfolio (Victoria)

26 Sep
|
FS Recruitment Solutions
|
Victoria

26 Sep

FS Recruitment Solutions

Victoria

Job Description

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.

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

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

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