Job Summary
This role serves as a key point of contact for risk specialists, providing client support and delivering administrative assistance and compliance advice.
The Associate helps create tailored solutions, ensuring a seamless client experience and contributing to the overall success of the team.
Key Responsibilities
* Proactively communicate with clients to determine how we can meet their needs.
* Assist in providing strategic financial planning and risk insurance advice.
* Prepare pre-appointment work and participate in client meetings.
* Ensure advice documents are compliant with industry legislation and regulation.
* Coordinate production of advice documentation and support the preparation of statements of advice.
Career Development
You will be mentored and supported by experienced professionals, provided with development programs, further education, and exciting career progression opportunities.
Working Environment
Under the mentorship of senior professionals, this role is designed to set an Associate on a pathway to becoming a skilled specialist.
Requirements
* FASAE-approved degree.
* Diploma or Advanced Diploma of Financial Planning qualified or equivalent.
* Proven experience in a similar role in financial planning and risk insurance.
* Strong attention to detail and ability to prioritise workload.
* Ability to work effectively in a team environment.