Associate – Financial Advice Mackay

Associate – Financial Advice Mackay

13 Oct
|
Alman Partners Pty
|
Mackay

13 Oct

Alman Partners Pty

Mackay

Our Team

Alman Partners is an independent, award-winning financial advisory firm with office locations in Mackay and Brisbane. Since our establishment in 1985, we have been leading, educating, and inspiring our clients and community to make smart financial decisions aligned with what matters most to them in life.

Your Role

We have an exciting opportunity for someone who has recently completed their financial advice qualification, or you are currently working as an accounting, legal or economics qualified and looking for a career change.

Your Responsibilities
Assisting financial advisers in preparing and implementing financial advice
Developing, implementing and monitoring tailored financial strategies
Preparing client reports and documentation
Managing client communications and participating in client meetings
Maintaining accurate client records and databases
Supporting the team with administrative tasks as needed

Your Experience:
Have completed an approved qualification




Strong analytical and research skills
Excellent communication and interpersonal skills
Ability to work as part of a team

If you do not meet all eligibility criteria, we still strongly recommend you apply for this exciting role.

Why Join Us?
Be part of a firm that values supporting the growth and development of our employees both professionally and personally
Supportive and cooperative team culture
Competitive salary and benefits package
Become a valued member of the 2022 FPA Qualified Practice of the Year

If you’re passionate about financial advice, dedicated to excellence and looking for a place where you can grow professionally and personally, Alman Partners True Wealth is the perfect place for you. Apply now and become a part of a team that is shaping the future of financial advice in Australia.

📌 Associate – Financial Advice Mackay
🏢 Alman Partners Pty
📍 Mackay

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