Financial Planning Associate — Path to Adviser

Traction; Mildura; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Compressed work fortnight

Career development

Flexible working options

Employee discounts

Job summary

Findex is offering an Associate opportunity in financial planning based in Mildura. This role is ideal for those working towards becoming a Financial Adviser, with a clear pathway to development while learning under experienced Wealth Partners.

You will play an integral role in client communications and support the advice process while enjoying benefits such as a compressed work fortnight and career progression opportunities.

Qualifications

• Interest in achieving or studying towards CFP.
• Proven experience in a similar Financial Planning role.
• Ability to prioritise workload.

Responsibilities

• Communicate with clients to meet their needs.
• Support Advisers in providing financial planning advice.
• Prepare compliant advice documents.
• Coordinate production of advice documentation.

Skills

Detail-oriented

Client communication

Team collaboration

Education

FASEA approved degree

Diploma of Financial Planning

Advanced Diploma of Financial Planning

Job description

Findex is offering an Associate opportunity in financial planning based in Mildura. This role is ideal for those working towards becoming a Financial Adviser, with a clear pathway to development while learning under experienced Wealth Partners.

You will play an integral role in client communications and support the advice process while enjoying benefits such as a compressed work fortnight and career progression opportunities.