Associate Adviser
Core
Provide one-on-one support to Senior Financial Advisers, research and prepare recommendations for complex financial planning strategies, investment advice, and personal insurance advice, and deliver technical support within a changing legislative landscape.
Role type
Associate Financial Adviser (Financial Planning)
Builds
Financial planning strategies, investment advice, and personal insurance advice for clients
Domain
Financial Services / Wealth Management
Required skills
Financial planning expertise, Investment advice knowledge, Personal insurance advice knowledge, Legislative compliance knowledge, Client meeting support, Task delegation
Preferred skills
Autonomous work, Team collaboration
Responsibilities
Provide one-on-one support to Senior Financial Advisers; Research and prepare recommendations containing complex financial planning strategies, investment advice and personal insurance advice; Provide financial advisers with technical support within a changing legislative landscape; Attend client meetings, attend to meeting notes and delegate tasks
Seniority
Associate, 2+ years experience