Junior Financial Adviser — Structured Training & Mentorship

RecruitShop; Inverell; Presencial; AUD 50 000 - 70 000; Tempo integral

Resumo da oferta

RecruitShop is assisting an Inverell-based financial advisory business to launch your career as a Financial Adviser through hands-on experience, mentoring and ongoing professional development. No prior financial planning experience is required; you will support experienced advisers across all aspects of financial advice and develop into a qualified Financial Adviser.

This role offers mentoring, on-the-job training, and exposure to a diverse range of clients, with immediate start for the right

Qualificações

• The candidate should have a genuine interest in financial advice and helping clients achieve their goals.
• Strong analytical and problem-solving skills are essential.
• Proficiency in Microsoft Office and basic digital literacy.
• Excellent communication and interpersonal skills with high attention to detail and organisational ability.
• Positive attitude, willingness to learn and a strong work ethic are important.
• Bachelor's degree in Business/Finance or related discipline is desirable.

Responsabilidades

• 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 and providers.
• Support the implementation of financial advice recommendations.
• Learn compliance and regulatory requirements.

Conhecimentos

Analytical skills

Problem solving

Communication skills

Microsoft Office

Attention to detail

Organisational skills

Willingness to learn

Formação académica

Bachelor's degree in Business/Finance (desirable)

Descrição da oferta de emprego

RecruitShop is assisting an Inverell-based financial advisory business to launch your career as a Financial Adviser through hands-on experience, mentoring and ongoing professional development. No prior financial planning experience is required; you will support experienced advisers across all aspects of financial advice and develop into a qualified Financial Adviser.

This role offers mentoring, on-the-job training, and exposure to a diverse range of clients, with immediate start for the right