Multiple Vacancies

 

Genuine Opportunity to Progress

Fantastic Remuneration Structure

Excellent Team Atmosphere

Due to strong local growth, our client is currently looking to fill a number of positions within the different areas of it's Canberra team.

The successful candidates will be responsible for working alongside experienced advisors and providing professional and effective advice on a broad range of area's to new and existing clients as well as managing their ongoing customer portfolios.

Reporting to the Directors, your main responsibilities will be to:

• Reporting and reviewing the activities undertaken in the client's financial plan
• Produce and communicate SOA's, ROA's
• Regular review of current markets and products
• Analyse industry reports and research
• Assist with the preparation of, and attend client meetings.

To be considered for these positions you will need to have strong communication and interpersonal skills and passion or knowledgeable of the share market.

Desired qualifications;

• Strong academic results
• Bachelors of Economic or Commerce
• Diploma of Financial Planning or Applied Finance

If you think you have the relevant skills, experience and a genuine desire for an exciting role, please apply now!

For your highly confidential discussion, contact Alex Polson on (??) ???? ???? and email your resume to ???@???.???

Financial Planners and Para Planners