Insurance Associate (Financial Lines & Health)
The FirmBarry Nilsson is an award-winning national law firm with a 60 year history and more than 450 staff. We are known... more info
Associate Adviser/Client Service Officer - Financial Planning
Salary:
80.00 - 100.00
Posted:
24-02-2025
Category:
Finance Insurance
Melbourne,
Job Description
Associate Adviser/Client Service Officer - Financial Planning Are you a recent graduate or an existing associate adviser looking to progress your career in financial planning? Do you want to be part of a high-performing and supportive team that values your growth and development? We are a growing full-service financial services firm located on St Kilda Road, Melbourne. We are looking for an enthusiastic and driven Client Service Officer/Associate Adviser to join our team. This role offers exceptional career growth opportunities for those who aspire to become successful financial advisers in the future. Why Join Us? A high-performing and nurturing culture where all team members are respected and encouraged to develop their careers. Strong mentorship and training to support your journey toward becoming a financial adviser. Exposure to a broad range of financial services, providing a well-rounded foundation in the industry. A collaborative and client-focused environment where your contributions make a difference. About the Role You will play a vital role in supporting our financial advisers and ensuring an exceptional experience for our clients. Your responsibilities will include: Implementing recommendations. Assisting in the preparation of review documentation and Statements of Advice. Working closely with the financial advisers and assisting with client meetings where required. Managing client communications, including emails, phone calls, and appointment scheduling. Coordinating administrative tasks and ensuring compliance with industry regulations. Supporting the financial planning team with research, data entry, and account management. Liaising with financial institutions, insurers, and other service providers. About You We are looking for someone who is: A recent graduate with a degree in finance, economics, business, or a related field. Passionate about building a career in financial planning. Highly organised, detail-oriented, and eager to learn. A strong communicator with excellent interpersonal skills. A team player who thrives in a collaborative environment. What We Offer A clear career pathway to becoming a financial adviser. Ongoing training, mentorship, and professional development opportunities. A dynamic, respectful, and team-oriented workplace. Competitive remuneration and discretionary performance-based incentives. This is an excellent opportunity for a motivated graduate to gain hands-on experience in financial planning while working alongside experienced professionals in a supportive and client-focused firm. How to Apply If you are excited about starting your career in financial planning and want to be part of a firm that invests in its people, we would love to hear from you! To apply, please submit your resume and a brief cover letter outlining your interest in the role and why you would be a great fit. #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 24-02-2025
Category: Finance Insurance
Melbourne,
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