Hybrid Associate Financial Planner

Wealthtime; Horsham; Ibrido; AUD 90.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Discretionary annual bonus

34 days holiday per year

Professional development support

Contributory pension

Descrizione del lavoro

Craven Street Wealth, part of the Quanta Group, is seeking an experienced role to support the advisory team in delivering high-quality financial planning services to clients. The role focuses on preparing for client meetings, ensuring timely follow-ups, and providing sign-off of advice where appropriate, while supporting growth through client development.

You will collaborate with the Technical and Advice Reporting, Client Services and Client Processing teams, maintain CPD, and ensure compliance

Competenze

• Diploma in Regulated Financial Planning with six compulsory units R01–R06.
• Commitment to self-study to become a Chartered Financial Planner.
• A relevant degree is desirable.

Mansioni

• Support advisory teams in developing and delivering a client service strategy to keep existing clients at the highest standards.
• Assist Senior Financial Planners to ensure clients receive good value and that all work meets high quality standards.
• Engage directly with clients to build trusted relationships when appropriate.
• Deliver timely, accurate client work to advisory teams and support the implementation of client advice.
• Work with Technical and Advice Reporting, Client Services and Client Processing teams to ensure service excellence.

Conoscenze

Client-centric approach

Excellent written and verbal comms

Collaborative team player

Honesty & integrity

Willingness to participate in wider op

Formazione

Diploma in Regulated Financial Planning

Relevant degree

Descrizione del lavoro

Craven Street Wealth, part of the Quanta Group, is seeking an experienced role to support the advisory team in delivering high-quality financial planning services to clients. The role focuses on preparing for client meetings, ensuring timely follow-ups, and providing sign-off of advice where appropriate, while supporting growth through client development.

You will collaborate with the Technical and Advice Reporting, Client Services and Client Processing teams, maintain CPD, and ensure compliance