Are you ready to start your Professional Year and take the next step towards becoming a financial adviser?
Our clients are an award winning Newcastle based Financial Planning practice.Our client is passionate about helping clients achieve financial freedom, and they know that starts with a great team.
They offer a supportive, growth-focused workplace where you'll have the prospect to:Complete your Professional Year with the guidance and support of experienced advisersJoin client meetings as second chair adviser and see first-hand how advice is deliveredWork on client strategy with the adviser and build your technical knowledgeFollow a explicit pathway towards becoming a qualified financial adviserBe part of a business that genuinely cares about both its clients and its peopleAbout the businessAre you ready to start your Professional Year and take the next step towards becoming a financial adviser?
Our clients are an award winning Newcastle based Financial Planning practice.Our client is passionate about helping clients achieve financial freedom, and they know that starts with a great team.
They offer a supportive, growth-focused environment where you'll have the opportunity to:Complete your Professional Year with the guidance and support of experienced advisersJoin client meetings as second chair adviser and see first-hand how advice is deliveredWork on client strategy with the adviser and build your technical knowledgeFollow a clear pathway towards becoming a qualified financial adviserBe part of a business that genuinely cares about both its clients and its peopleAbout the RoleCompleting your Professional Year requirements under the supervision of your adviserJoining client meetings as second chair adviser, taking detailed file notes and capturing clients' goals, objectives and personal circumstancesWorking with the adviser on strategy across superannuation, personal insurance, investments, budgeting, debt management, retirement planning and estate planningPreparing for client meetings, including agendas, fact finds and supporting documents, and following up on action items afterwardsResearching products and strategies, and reviewing advice documents before they're presented to clientsSupporting the implementation of advice and the ongoing review of existing clientsBuilding strong relationships with clients and acting as a trusted point of contactSkills and experience2 years experience working as a CSM/ParaplannerA completed approved degree or qualification in financial planning (or very close to finishing), so you're ready to start your Professional YearExcellent communication skills – you must be comfortable speaking to clientsStrong organisational and administrative skillsAustralian Citizen or PR (Must have full work rights)Benefits and perksWork with one of the largest advice practice in NewcastleOpportunity to start your Professional YearStrong focus on training, support and personal/professional developmentDirect contact with clients and professional network
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📌 Associate Adviser - Professional Year (Newcastle)
🏢 CANDOR Recruitment
📍 Newcastle