Financial Adviser Trainee - Structured Mentoring, Fast Start

Recruit Shop Pty Ltd; Inverell; Vor Ort; AUD 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

One-on-one mentoring

Professional development support

Zusammenfassung

Recruit Shop Pty Ltd in Inverell, NSW, invites you to start a rewarding career as a Financial Adviser through a structured pathway, hands-on experience, and ongoing professional development. The role requires genuine interest in helping clients achieve financial goals and a willingness to learn, with mentoring from experienced advisers.

You will support senior advisers, research superannuation and retirement strategies, prepare client documents, and participate in meetings while building

Qualifikationen

• Interest in financial advice and helping clients achieve their goals.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office.
• Excellent communication and interpersonal skills with attention to detail.
• Positive attitude, willingness to learn and a strong work ethic.
• Bachelor’s degree in related discipline desirable, not essential.

Aufgaben

• Assist advisers with preparing financial advice and client strategies.
• Research superannuation, investment, 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 and learn regulatory requirements.

Kenntnisse

Analytical thinking

Problem solving

Communication skills

Attention to detail

Organisational ability

Ausbildung

Bachelor’s degree in Business, Commerce, Finance, Accounting, Economics or related discipline

Tools

Microsoft Office

Jobbeschreibung

Recruit Shop Pty Ltd in Inverell, NSW, invites you to start a rewarding career as a Financial Adviser through a structured pathway, hands-on experience, and ongoing professional development. The role requires genuine interest in helping clients achieve financial goals and a willingness to learn, with mentoring from experienced advisers.

You will support senior advisers, research superannuation and retirement strategies, prepare client documents, and participate in meetings while building