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 collaborative team culture
Market-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