Financial Planning Assistant
We are seeking a highly motivated and organized individual to join our team as a Junior Financial Planner. The successful candidate will have the opportunity to work closely with senior planners, helping to deliver tailored financial advice to clients.
About the Role
This is an excellent entry-level position for those looking to start their career in financial planning. Key responsibilities include:
* Assisting in delivering financial advice and creating comprehensive documents for clients.
* Supporting the onboarding process for new clients and servicing existing relationships.
* Contributing ideas and fresh thinking to help drive business growth.
About You
To be successful in this role, you should possess:
* A Bachelor's degree in Financial Planning, Business, Commerce, or Economics.
* Experience in client services or para-planning (desired but not essential).
* A genuine interest in helping people achieve their financial goals.
* Strong communication skills and a willingness to learn and grow.
Professional Development
You will receive hands-on experience, mentorship, and support to progress toward becoming a fully qualified Financial Planner. Enjoy a diverse, inclusive, and flexible working environment with opportunities for professional growth and advancement.
Long-term Opportunities
This role offers opportunities for long-term success in the financial planning profession, with potential to advance within the company.