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Associate Advisor


Location:

Dingley Location

Job Type:

Full Time Ongoing

Salary:

Posted:

02.03.21

Our client is committed to helping individuals, families, and small business owners realise their financial dreams and life goals.

Our client is committed to helping individuals, families, and small business owners realise their financial dreams and life goals. They are currently seeking an experienced Associate Advisor to join their dynamic team and to grow with the business.

To be successful in this role, you must have:

  • Degree in a Finance, Economics or Accounting related
  • Post-Graduate qualification in either - Applied Finance, Master of Finance or CFA will be highly regarded
  • Understanding of traditional and alternative asset classes
  • Excellent Excel, statistical analysis, and investment modeling skills
  • Strong attention to detail in all communication forms, plus showing initiative to complete all tasks
  • Strong verbal and written communication skills

Your duties will include, but not limited to:

  • Understanding the targets, developing a plan to achieve your targets, building, and leveraging your networks and be extremely disciplined in activity management
  • Ensuring all client information including service package client data is accurately reflected and up to date in the CRM
  • Planning review meetings scheduled and
  • Working within your cluster to ensure the company is adhering to service package
  • Completing of paraplanning request forms and forward to Paraplanning Manager
  • Be prepared to participate in projects as and when required

 

If this sounds like the ideal role for you, please APPLY NOW by uploading your current CV. If you would like more information about this role of any of the other roles listed on www.klcrecruitment.com.au or please call (03) 9857 6756

Call KLC Recruitment on

9857 6756