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
Trainee Financial Adviser
Salary:
80.00 - 100.00
Posted:
02-02-2025
Category:
Corporate Finance Strategic Planning
City of Melbourne,
Job Description
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients' money and providing sound financial advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or is very nearly qualified with their Level 4 Diploma in Financial Advice/Planning and is looking to take their first step into advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality investment advice in accordance with current regulations and within the firm's standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain existing clients Build and maintain a strong network of professional connections Identify and make suggestions to the investment propositions and make recommendations The successful candidate will have around 3+ years of experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or are very nearly qualified) with a Level 4 Diploma in Financial Planning/Financial Advice and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally, you'll have strong knowledge of pensions, investments, and retirement planning. You will be educated to at least A-level standard, with good grades. A great salary package will be offered, coupled with a great bonus scheme, which will be dependent upon your skills, previous experience, and current qualifications. #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 02-02-2025
Category: Corporate Finance Strategic Planning
City of Melbourne,
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
