Key Responsibilities:
This role involves providing administrative support to a Senior Financial Adviser, contributing to client meetings and developing strategic recommendations.
* Excellent written and verbal communication skills are essential for this position
* A high level of attention to detail is required, with accuracy and compliance being paramount
* The ideal candidate will have a minimum of 2 years experience in a similar capacity
* Possession of ADFP / Tertiary Qualifications is highly desirable
* FASEA certification is also expected
* The successful applicant will possess strong planning skills across all facets of financial services
* A sound understanding of investment markets is necessary for this role
* Maintenance of up-to-date CPD points and a clean compliance record is essential