FINANCIAL PLANNING ASSOCIATE

An exciting opportunity exists to join one of the region’s leading Financial Advice and Mortgage Broking firms, Coastline Advice. Our growing business with offices in Torquay, Anglesea, Barwon Heads, Geelong, and Wonthaggi are looking for an experienced, energetic, ambitious, and self-motivated Financial Planning Associate to join our vibrant team.

The Opportunity:

Coastline Advice looks at the Associate role as stepping stone to becoming a Financial Adviser and we would like someone that wishes to complete their PY in the near future. This position is a gateway for those passionate about Financial Planning, offering unparalleled prospects for personal and professional growth in the industry. Work in a collaborative team environment with a group of professionals who not only share knowledge but support each other’s growth.

The Role:

As a Financial Planning Associate, you will work closely with one of our advisers providing:

• support with pre-strategy meeting preparation,
• research and analysis,
• review all advice documents
• work closely with the paraplanning and client services team to oversee advice preparation and implementation,
• Manage client relationships with the Adviser, ensuring excellent communication and services are provided to our loyal client base.

About You:

Coastline Advice are seeking somebody with a strong technical background in finance and a self-driven, motivated attitude. A team player with attention to detail is paramount.

Your skills and experience:

Essential:

• Highly driven and motivated individual with a 'Self Starter' mentality
• Confident communication and written skills, with attention to detail
• Strong analytical and problem-solving ability
• Professional phone manner
• Prior experience in Financial Planning
• Diploma of Financial Planning (DFP) or Degree level qualification or close to completion

To apply, kindly submit a cover letter and CV.

Remuneration:

Salary package is negotiable dependent on experience.

Coastline Advice offer an innovative and supportive work environment. We currently have offices located across the Surf Coast and Bass Coast, some travel between these offices may be required, however the role is predominately out of our Torquay office.