Financial Adviser Pathway — Mentored Year & Training

Daley; Wollongong City Council; Presencial; AUD 50.000 - 65.000; Tempo integral

Resumo da vaga

Daley Financial Planning invites ambitious individuals to join as a Professional Year-ready pathway toward becoming a Financial Adviser. You will work closely with advisers, gain hands-on experience across superannuation, retirement planning, investments, and estate planning, and participate in client meetings and strategy discussions under guidance.

The role focuses on building client relationships, developing technical knowledge, and progressing toward completing the Professional Year within a

Qualificações

• Experience in financial planning environment or practice is beneficial.
• Strong communication and interpersonal skills are essential.

Responsabilidades

• Deliver exceptional client outcomes alongside advisers.
• Prepare and coordinate both prospect and client review meetings.
• Assist with implementation of advice recommendations.
• Support advice document preparation and strategy research.
• Manage client communications and follow-up activities.
• Liaise with product providers and external professionals.
• Maintain client records and ensure compliance.
• Attend client meetings to develop your advisory capabilities over time.

Conhecimentos

Communication skills

Relationship-building

Formação

Approved financial planning qualification

Descrição da vaga

Daley Financial Planning invites ambitious individuals to join as a Professional Year-ready pathway toward becoming a Financial Adviser. You will work closely with advisers, gain hands-on experience across superannuation, retirement planning, investments, and estate planning, and participate in client meetings and strategy discussions under guidance.

The role focuses on building client relationships, developing technical knowledge, and progressing toward completing the Professional Year within a