Advice Associates
Core
Provide comprehensive administrative and implementation support to Financial Planners, assisting with customer meetings, research, documentation, and advice implementation.
Role type
Administrative support associate for financial advice
Builds
Implementation of personal and general financial advice
Domain
Financial services / Wealth management
Required skills
Financial planning knowledge (RG146), customer service, prioritization, high-volume workload management, communication, organizational skills, risk management
Preferred skills
Diploma of Financial Services, previous experience in financial planning business
Technologies
None stated
Responsibilities
Provide administrative support to Financial Planners, assist in preparation for customer meetings, manage documentation and record keeping, implement advice, support Annual Service Agreement obligations, attend professional development and compliance training
Seniority
Entry to Mid-level, support role