Part-Time Financial Planning Associate – Learn & Grow

Ironbark Financial Group; Tamworth; Presencial; AUD 45.000 - 50.000; A tiempo parcial

Descripción de la vacante

Ironbark Financial Group in Tamworth is seeking a Junior Associate to work part-time and support Advisers, clients and support teams while you gain hands-on exposure to the financial advice process. You'll study Financial Planning or related disciplines and develop technical knowledge, with mentoring from experienced Advisers and opportunities to progress as you build your career.

This role offers flexible study-friendly hours (3 days per week) and a collaborative culture focused on client

Formación

• Currently studying Financial Planning, Commerce, Business or related discipline.
• First-year students encouraged to apply.
• Previous experience in financial services, administration or customer service is valued but not essential.
• Must pass pre-employment screening requirements.

Responsabilidades

• Support Advisers in preparation and delivery of high-quality financial advice.
• Attend client meetings and assist with preparation, follow-up actions and implementation.
• Build and maintain positive relationships with clients while delivering a professional client experience.
• Assist with gathering client information, researching strategies and preparing documentation for the advice process.
• Work with Advisers and support teams to ensure advice is implemented efficiently and accurately.
• Maintain accurate client records and ensure regulatory/compliance documentation is met.
• Assist with ongoing client reviews and service requirements.
• Develop technical knowledge and advisory capability through mentoring and learning opportunities.

Conocimientos

Interest in financial planning

Relationship building

Organisational skills

Communication skills

Regulatory awareness

Proactive learning

Educación

Currently undertaking tertiary studies in Financial Planning or related discipline

Applicants in first year of study encouraged

Descripción del empleo

Ironbark Financial Group in Tamworth is seeking a Junior Associate to work part-time and support Advisers, clients and support teams while you gain hands-on exposure to the financial advice process. You'll study Financial Planning or related disciplines and develop technical knowledge, with mentoring from experienced Advisers and opportunities to progress as you build your career.

This role offers flexible study-friendly hours (3 days per week) and a collaborative culture focused on client