Assistant Financial Adviser — Mentored Career Path

Hall & Prior Aged Care Group; Inverell; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

One-on-One mentoring

Structured career pathway

Professional development support

Exposure to diverse clients

Immediate start

Job summary

Hall & Prior Aged Care Group in Inverell is seeking a motivated individual to begin a structured career pathway into a Financial Adviser through hands-on experience, mentoring and ongoing professional development.

No prior financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn. You will support advisers and develop into a qualified Financial Adviser across responsibilities stated.

Qualifications

• Interest in financial advice and helping clients achieve goals.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office.
• Strong communication and interpersonal skills with attention to detail.

Responsibilities

• Assist advisers with preparing financial advice and client strategies.
• Research superannuation, investments, insurance and retirement planning solutions.
• Prepare client meeting documentation and follow-up correspondence.
• Attend client meetings and take meeting notes.
• Liaise with clients, product providers and external stakeholders.
• Support the implementation of financial advice recommendations.
• Learn compliance and regulatory requirements.

Skills

Analytical thinking

Communication

Attention to detail

Microsoft Office proficiency

Education

Bachelor’s degree in Business, Finance, Economics or related (desirable)

Tools

CRM software

Microsoft Office

Job description

Hall & Prior Aged Care Group in Inverell is seeking a motivated individual to begin a structured career pathway into a Financial Adviser through hands-on experience, mentoring and ongoing professional development.

No prior financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn. You will support advisers and develop into a qualified Financial Adviser across responsibilities stated.