Associate
Core
Provide administrative support and client service to Advisers while completing a Professional Year to become a qualified Financial Adviser.
Role type
Associate Financial Adviser (Professional Year)
Builds
Client account records and financial advice preparation
Domain
Financial Planning
Deliverable
client delivery
Required skills
Financial Planning qualifications, client administration, database management, meeting preparation, planning and prioritization
Preferred skills
humility, drive, emotional intelligence, ability to work under pressure