Senior Associate Adviser/Junior Financial Adviser

Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations.

Due to growth, there is an opportunity for a senior associate adviser or junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year, and is looking to develop their career in financial advice.

Benefits:

• Work closely with a senior financial adviser
• Mentorship and training provided
• New client leads provided
• Excellent team culture with a family feel
• Manage clients and client meetings
• Develop a client base and move into a standalone adviser role 
• Base salary plus bonus 

• Manage a book of clients alongside a senior adviser
• Attend client meetings with senior adviser 
• Complete file notes post client meeting
• Develop strategy recommendations
• Handle day to day client management and ongoing relationships with clients
• Liaise with internal paraplanning and admin support
• Develop your client management skills and over time, become the lead adviser on your own book of clients

• Experience as an associate/provisional adviser or junior financial adviser
• Completed FASEA required studies and Professional Year (if required) - ready to be authorised
• Experience attending client meetings
• Strong knowledge of financial planning practices and regulations
• Good technical ability
• Exposure to holistic financial advice
• Excellent communication skills