Job Title: Associate Adviser
This role is an excellent opportunity to leverage your financial planning expertise and provide tailored advice to clients.
About the Role:
* You will be responsible for developing and implementing comprehensive financial plans that cater to individual and business clients.
* Conduct client meetings to understand their unique financial objectives and goals.
* Research and analyze client financial situations to identify opportunities and risks.
* Prepare detailed financial reports, recommendations, and strategies.
* Collaborate with other professionals to deliver integrated solutions.
* Stay up-to-date with industry regulations, trends, and best practices.
* Provide exceptional client service and build long-term relationships.
What We're Looking For:
* A tertiary qualification in a relevant field such as financial planning or accounting.
* 1-3 years of experience in a financial planning or advisory role.
* Strong technical knowledge of financial products, markets, and investment strategies.
* Excellent communication and interpersonal skills.
* Analytical and problem-solving abilities.
* A commitment to professional development and maintaining industry certifications.
* A collaborative mindset and ability to work effectively as part of a team.