Assistant Financial Adviser
Based in Australia
Core
Support experienced advisers in preparing financial advice, client strategies, and meeting documentation while developing into a qualified Financial Adviser.
Role type
Junior Financial Adviser (Assistant)
Builds
Financial advice strategies, client meeting documentation, and implementation of financial recommendations.
Domain
Financial Planning and Advisory
Required skills
Financial research, client communication, Microsoft Office proficiency, regulatory compliance learning, analytical problem-solving
Responsibilities
Assisting advisers with preparing financial advice and client strategies, researching superannuation and investment solutions, preparing client meeting documentation, attending client meetings, liaising with external stakeholders, supporting implementation of advice recommendations