Associate-Financial Planner & A
We have a fantastic learning opportunity for you to grow and develop your career in financial advice industry.
Summary about this job
Financial Planning
Company: AR WEALTH AND FINANCE
Location: Perth
Work type: Full Time
Salary: $45,000 - $49,999 plus super
Phone: +61-8-6659-3833
Fax: +61-8-9804-2199
E-mail: n\a
Site: n\a
Detail information about job Associate-Financial Planner & A. Terms and conditions vacancy
Are you passionate about yourself working in financial planning industry or are a recent graduate wanting to step foot in the industry and expand on your existing experience.
We have a fantastic learning opportunity for you to grow and develop your career in financial advice industry and work alongside experienced financial planner/s in a small private financial planning firm.
Key responsibilities of the role include:
Preparing SoA’s across a range of financial strategies.
Client services and case management through implementation of new business.
Create and maintain client files.
Schedule appointments and assist client with paperwork.
Ensure compliance throughout the preparation and delivery of all financial planning documentation and advice.
About you:
Previous Industry experience required.
Excellent organisation skills.
Proficiency in Microsoft Word suite.
Excellent written and verbal communication skills.
Ability to work with deadlines.