Junior Financial Advisor

Zylo Recruitment Services; Sydney; On-site; AUD 55,000 - 75,000; Full time

Job summary

Zylo Recruitment Services in Sydney is seeking a motivated Junior Financial Advisor to join a well established team. You will gain experience by assisting with client service, preparing financial reports, and supporting senior advisors with plan implementation.

The role emphasizes learning and professional development through a comprehensive training and mentorship program, with opportunities to pursue industry certifications as you build a rewarding career in financial planning.

Qualifications

• Bachelor's degree in Finance or related field (or actively pursuing).
• Strong analytical and problem-solving skills.
• Excellent communication, interpersonal, and writing skills.
• Proficiency in Microsoft Office Suite and financial planning software a plus.
• Eagerness to learn and a commitment to professional development.
• Comprehensive training and mentorship program.
• Opportunity to earn industry certifications.

Responsibilities

• Gather client information and financial data.
• Conduct market research and analyze financial products.
• Prepare financial reports and presentations.
• Assist senior advisors with client meetings and plan implementation.
• Stay up-to-date on industry trends and regulations.
• Contribute to a positive and collaborative work environment.

Skills

Analytical skills

Communication

Microsoft Office

Financial planning software

Eagerness to learn

Education

Bachelor's degree in Finance or related field

Pursuing degree

Tools

Financial planning software

Job description

Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals?

We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam! In this role, you'll gain valuable experience working alongside established advisors, assisting with client service, and developing your financial planning expertise.

Responsibilities

• Gather client information and financial data.


• Conduct market research and analyze financial products.


• Prepare financial reports and presentations.


• Assist senior advisors with client meetings and plan implementation.


• Stay up-to-date on industry trends and regulations.


• Contribute to a positive and collaborative work environment.

Qualifications

• Bachelor's degree in Finance or a related field (or actively pursuing).


• Strong analytical and problem-solving skills.


• Excellent communication, interpersonal, and writing skills.


• Proficiency in Microsoft Office Suite and financial planning software a plus.


• Eagerness to learn and a commitment to professional development.


• Comprehensive training and mentorship program.


• Opportunity to earn industry certifications.


• Be part of a dynamic team and build a rewarding career in financial planning.