Junior Financial Adviser Trainee - Mentored Career Path

Hall & Prior Aged Care Group; Greater Shepparton; Presencial; AUD 60 000 - 80 000; Tempo integral

Resumo da oferta

Hall & Prior Aged Care Group in Shepparton is seeking a motivated individual to join our client’s team on a structured pathway to become a Financial Adviser. No previous experience required; hands-on experience, mentoring and ongoing professional development will grow you into a qualified adviser.

You will support experienced advisers with preparing client strategies, researching superannuation and investments, preparing client meeting documentation, attending meetings, liaising with clients and

Qualificações

• Bachelor's degree in Business, Commerce, Finance, Accounting, Economics or related (desirable, not essential).
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).

Responsabilidades

• Assisting advisers with preparing financial advice and client strategies.
• Researching superannuation, investment, insurance and retirement planning solutions.
• Preparing client meeting documentation and follow-up correspondence.
• Attending client meetings and taking meeting notes.
• Liaising with clients, product providers and external stakeholders.
• Supporting the implementation of financial advice recommendations.
• Learning compliance and regulatory requirements.

Conhecimentos

Analytical skills

Interpersonal skills

Attention to detail

Willingness to learn

Formação académica

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

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Hall & Prior Aged Care Group in Shepparton is seeking a motivated individual to join our client’s team on a structured pathway to become a Financial Adviser. No previous experience required; hands-on experience, mentoring and ongoing professional development will grow you into a qualified adviser.

You will support experienced advisers with preparing client strategies, researching superannuation and investments, preparing client meeting documentation, attending meetings, liaising with clients and