Associate Financial Adviser

Bread & Barrels Accountants and Advisers are seeking an associate financial adviser to join our friendly team. We partner with small businesses to help grow their wealth. Providing small businesses with a full suite of accounting and financial services, at Bread & Barrels we go beyond the numbers to ensure our clients receive holistic advice. We strive to align our client's goals and objectives with their vision and purpose.

The Key Responsibilities:

  • Work closely with the Practice Advisers and other team members
  • Manage and build relationships with existing clients and new clients
  • Liasie with external service providers
  • High level of detail and compliance required
  • Ensuring the plans are being completed within an agreed time frame
  • Assist with advice production and implementation

Skills and Experience:

  • Professional personal presentation, communication and influencing skills
  • Excellent time management and technical skills
  • High level attention to detail and superior written and verbal communication skills
  • 'Can do' attitude
  • Ability to work as part of a cohesive team, as well as autonomously
  • Minimum experience preferred

 

Full time position available, however will consider part time for the right candidate

 

27/07/2020 $0 Sunshine Coast 1 Banking & Financial Services
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