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Junior Associate Advisor


Location:

Dingley Location

Job Type:

Full Time Ongoing

Salary:

$65,000 + Super

Posted:

28.04.21

Our client are currently seeking a Junior Associate Advisor to join their dynamic team and to grow with the business, with graduates encouraged to apply.

Our client is committed to helping individuals, families, and small business owners realise their financial dreams and life goals. They are currently seeking a Junior Associate Advisor to join their dynamic team and to grow with the business, with graduates encouraged to apply. This is a great opportunity for Junior Financial Planners, Associate Advisers, Paraplanners or Client Service Officers who are looking to build a strong career in advice.

To be successful in this role, you must have:

  • Bachelor 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
  • Experience working in the advice industry, either in a client service, paraplanning, general or personal advice capacity
  • Excellent Excel, statistical analysis, and investment modeling skills
  • A clear understanding of compliance and industry legislative requirements
  • 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
  • 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