Assistant financial planner

Summary about this job

Detail information about job Assistant financial planner. Terms and conditions vacancy

• Location - Close to Nedlands
• Salary - Up to $65,000 + Super
• Friendly team

Located close to Nedlands our Clients are a highly successful accounting and financial planning practice with 2 partners and around 20 members of staff.

The practice offers a variety of services within financial advisory to a large and varied Client base from across Western Australia.

Due to expansion and high success the Partners of the practice are now looking to add to their already successful team with the addition of an experienced financial planning assistant.

Some of the duties you be asked to complete are to support the financial advisor, Data entry and data base management, Assist in the preparation or portfolio reviews and record of advice, General administration duties with lots of Client contact plus many more duties.

To apply for this vacancy you will need to have similar experience within Australia and be ideally RG146 compliant although not essential, Have excellent communication and admin skills, Outstanding knowledge of the financial industry in Australia, Be an Australian Citizen or Resident with a valid visa.

In return the successful candidate will receive a salary of between $60,000 to $65,000 + Super (Depending on experience and qualifications), Excellent promotion prospects, Access to a large Client base, Work alongside highly experienced and professional staff in a friendly team, On-Going training and development for the successful Candidate.

Please email your cv to [email protected] or for a confidential chat please call Andy on 0455501177.