OBT Financial Group, Sydney Associate Financial Adviser Sydney Flexible
We are a fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups... more info
Pathway to Financial Adviser
Salary:
80.00 - 100.00
Posted:
24-01-2025
Category:
Corporate Finance Strategic Planning
Job Description
Pathway to Financial Adviser (full-time or part-time) Naracoorte, South Australia 5271, Australia • Full-time Description Pathway to Financial Adviser (full time or part time) About us Murray Nankivell is a privately owned and run business in Regional SA. We provide a broad range of professional services across Accounting, Business Consulting, and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisors who hold an Australian Financial Services Licence. We are committed to forming close partnerships with our clients, enabling us to understand their unique situations and customise the assistance we provide to suit their requirements. We want to hire for the long term and will provide a solid platform of on-the-job training and work experiences for the best building blocks to master this role and have a successful career. The firm expectation is quality work with attention to detail. We have an ethical, client-focused approach to providing high-quality advice. Get your Professional Year sorted with a structured quarter-by-quarter work program for 12 months to help achieve competence in technical matters; client care and practice; regulatory compliance and consumer protection; and professionalism and ethics. We focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work. Our business has the scale to provide internal career progression pathways and active support to acquire higher qualifications. About the role The role is perfect for someone who has commenced or completed a FASEA approved financial planning degree. You will be responsible for: Working with advisers on strategy development, plan preparation, and review appointments. Conducting client appointments to assist with the preparation of Centrelink applications and associated paperwork. Liaising directly with providers and government organisations. About you Commenced or completed a FASEA approved financial planning degree. Able to develop rapport with clients and build genuine client relationships through clear verbal and written communication skills. An ability to take ownership of your work and meet workflow deadlines while working in a supportive team environment. A positive, energetic, and inquisitive manner as evidenced by your ability to proactively address client requirements and generate appropriate solutions. Attention to detail and accuracy as this is a fundamental requirement for this role. Must be proficient in Microsoft applications and be comfortable with new technology. To make confidential enquiries, call Tony Bedworth on (08) 8765 7777 #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 24-01-2025
Category: Corporate Finance Strategic Planning
Related Jobs
Financial Adviser
About the Firm Our client is a well-established, self-licensed financial planning firm based in Newstead. This boutique firmhas... more info
Junior Financial Adviser
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial... more info
