Graduate – Financial Planning - Full time
As a fast growing, small and flexible company our priority is to find a candidate who is the “right fit” with the drive and enthusiasm to grow as the business grows. The right candidate may be someone starting in the industry with the ambition to become a financial adviser in the future, or someone who recently entered the industry who’s looking for an opportunity to broaden their skill base and experience.
The successful candidate will gain hands-on exposure to all aspects of financial planning and will work directly with the business owner in the delivery of advice to a diverse client base.
The role is broad and the employee will be expected to be involved in all components of our service delivery including, but not limited to: client interaction, database management, fund manager/insurer liaison, administration and document preparation.
There will be no limits placed on the potential to grow and develop in this role. Full training will be provided to the successful candidate and Next Level will support further education towards attaining financial planning qualifications (as required).
QUALIFICATIONS / SKILLS
Qualifications: Business Related Degree (Finance, Commerce, Economics) or near completion
Experience: Willing to train the right candidate
· A keen interest in devising strategies to help our clients improve their lives.
· Intermediate to advanced Microsoft Office skills
· Excellent verbal and written communication
· Organised and able to meet deadlines
· Strong attention to detail
· Keen to work as part of a positive team
· Self-motivated and can-do attitude
· Drivers Licence
This is a fantastic opportunity to work in a small, boutique financial planning organisation with an excellent training pathway. The role is full-time and based in our office in Mount Eliza. The salary will be commensurate with the experience and abilities of the successful candidate.
Please include in your covering letter why you believe you would be the best fit for this position. We look forward to hearing from you. Apply via SEEK.com.au
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