Associate Adviser - Brisbane CBD

This established, holistic AMP Financial Planning practice are seeking an experienced financial planning assistant/associate to join their team.

You will be responsible for assisting the senior financial planner with the research, required documentation and successful SOA preparation for the paraplanners. Experience in lodging applications, implementation of advice and preparation of advice paperwork will be highly regarded.

This role offers you career progression (if you wish) as you will be mentored by a Senior Financial Planner.

Your Skills & Experience

  • 3+ years experience in Financial Planning industry
  • BA completed in relevant area with DFP/ADFP
  • XPlan experience and usage on a daily basis
  • Ideal next step for a Client Service Officer, Paraplanner or Associate Adviser seeking progression
  • Excellent communication skills with all levels within an organisation and externally

25/11/2019 $0 Brisbane 1 Banking & Financial Services
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