Career path to Professional Year – Expression of Interest
Core
A 12-month supervised experience program for aspiring financial advisers to transition from support roles to delivering client advice.
Role type
Associate Financial Adviser (Professional Year Trainee)
Builds
Client financial advice strategies and investment recommendations
Domain
Wealth management and stockbroking
Deliverable
client delivery
Required skills
financial planning, client communication, research, compliance, record keeping
Preferred skills
prior experience in financial planning or wealth management, ASIC Financial Adviser Exam preparation
Responsibilities
preparing for and taking part in client and prospect meetings, supporting advice preparation and research, helping implement advice recommendations, managing client communications, maintaining accurate client records
Seniority
Junior, supervised trainee