Financial Planner / Professional Year Candidate

THE FIRM
We are a holistic wealth management firm with offices in Newcastle and Sydney . With continued success and organic growth within the Newcastle office we now have an opportunity for a Financial Planner to come on board and help support this high-performing team! This is an opportunity to be part of a firm that truly cares for its clients and staff. Join a firm with a supportive, professional and family-oriented culture which is supported through career and personal development. 

THE OPPORTUNITY
This opportunity would also be suitable for a trainee or intermediate financial advisor and ongoing training an support is available to allow you to grow into a senior financial advisor.

Working along side the firm Directors and receive support while you complete your professional year.

YOUR RESPOSIBILITIES WILL INCLUDE

• Assist with the preparation of advice documents

• Accurate collection of client information

• Accurate record-keeping for production of file notes

• Assist with completion of SOA, and ROAs, where required

• Conduct research and analysis for the Advice Team

• Ensure the advice process is adhered to at all times

THE MUST-HAVES

• Relevant Tertiary Qualifications is a must

• Able to start or working towards the completion of your Professional Year

• Willingness to learn

• Ability to grasp new information and concepts

• Strong organisational and time management skills

CULTURE & BENEFITS

• Professional & friendly office environment

• Incredible training & career growth

• Culture Days, and external work functions

• Education support and training

• Exposure to seeing and meeting clients

• Mentorship from industry leaders