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    Associate Adviser - Melbourne, Australia - TAP The Andersen Partnership

    TAP The Andersen Partnership
    TAP The Andersen Partnership Melbourne, Australia

    4 days ago

    Default job background
    Description
    Actively seeking a driven Associate Adviser eager to progress in their career path, to join a National Financial Planning firm situated in the CBD.

    This practice is forward-thinking, leveraging cutting-edge technology to enhance client satisfaction and experience. The opportunity now exists as the business continues to expand.

    The Role:

    In your role as an Associate Adviser, you'll hold a crucial position within the company. Your primary duties will involve supporting Financial Advisers with diverse client tasks, encompassing research, workflow coordination, paraplanning assistance, meeting attendance, and implementation support.

    Why Apply?
    • Progression Opportunities:Offer a clear and structured career path, opportunity to complete PY, enabling growth into operational or advisory roles as you gain experience.
    • Mentorship:Dedicated to investing in your professional development.
    • Client Exposure: You'll work closely with clients from day one, gaining invaluable experience.
    • Collaborative Culture: Join a welcoming and inclusive work environment that highly values teamwork and open communication.
    Requirements:
    • Qualifications in Financial Planning.
    • Analytical and problem-solving skills.
    • Excellent communication skills.
    • Eagerness to learn and a proactive attitude.
    If this sounds like a role you would be interested in learning about please send your resume to
    #J-18808-Ljbffr
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