We have an exciting opportunity in multiple locations around VIC with a leading Wealth Management institute that is in a period of growth. With an increasing client base they are looking to bring bring in Associate Financial planners to help service clients and build their career into financial planning.
In this role, the book of clients you will be supporting is a Private/ultra high net worth client base offering a holistic service to its members. You will be dealing with low-level enquiries from clients as well as Assisting the principal planners and Paraplanner in the preparation of advice. You will attend client interviews with a focus on high-touch customer service across all channels of communication.
In this role you will be expected to have completed a bachelors degree and the Diploma of Financial Planning, as the ability to obtain a license is essential to the role. An open, friendly and client-centric person will be successful in this role, with a true to desire to always gain a positive outcome for the client. Relevant experience within the financial services industry is needed, with previous customer engagement and sales.
There is a great team environment, and the opportunity is supported by an attractive salary package. For a chance to be considered for the role, please do not hesitate to contact email@example.com or 03 9604 9533
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