Financial Planning Associate
Profectus Financial Partners
Posted 17 days ago
About the role
Profectus Financial Partners is seeking a person about to Graduate or Graduated from a Finance Related Bachelor Degree to become Financial Planning Associate to join our thriving team in Paddington, QLD.
This is role is best fit for someone looking to start their Professional Year in Financial Planning to work towards being a fully qualified Financial Adviser.
The individual applying also be open to further study to fulfil the qualification required to commence the Professional Year in Financial Planning
As a full-time Financial Planning Associate, you will play a crucial role in supporting our clients' financial goals and wellbeing. This is an excellent opportunity for an ambitious individual looking to develop their skills in the dynamic financial planning industry.
What you'll be doing
Preparing and Attending meetings with a Senior and Experienced Financial Adviser
Note taking, email summarising, and implementing post meeting client advise.
Buying and selling Shares
Establishing Entities such as Trusts and Companies
Insurance administration such as health questionnaire's, applying and administering existing policies.
Assisting in the creation of Statement's of Advice for Clients
Assist in the development and implementation of comprehensive financial projections for clients
Conduct thorough client fact-finding and data gathering to understand their unique financial needs and objectives
Administrative tasks to implement client advice (Calling Superannuation Funds, Banks)
Collaborate with the financial planning team to provide high-quality, tailored advice to clients
Proactively monitor client portfolios and provide ongoing support and review
Administrative Tasks to help implement client advice
Stay up-to-date with industry regulations, changes, and best practices
Contribute to the continuous improvement of our financial planning processes and workflows
What we're looking for
Someone looking to become a Financial Adviser
Someone looking to do their Professional Year in Financial Planning
Relevant tertiary qualification in Finance, Accounting, or a related field
Some experience in a professional setting or role
Strong analytical and problem-solving skills with attention to detail
Excellent communication and interpersonal skills to effectively liaise with clients
A genuine passion for helping clients achieve their financial goals
Commitment to continuous learning and professional development
What we offer
At Profectus Financial Partners, we are dedicated to providing our employees with a rewarding and fulfilling work environment. As a Financial Planning Associate, you can expect:
Ongoing training and development opportunities to expand your expertise
Collaborative and supportive team culture
Access to industry-leading resources and tools
Opportunities for to become a Self-Employed Financial Adviser
About us
Profectus Financial Partners is a leading financial planning firm committed to helping our clients achieve their financial goals. With over 20 years of industry experience, we pride ourselves on providing personalised, holistic financial advice tailored to each individual's unique needs. Our talented team of financial professionals is dedicated to delivering exceptional service and supporting our clients' journey towards financial security and prosperity.
If you're motivated to make a meaningful difference in the lives of our clients, we encourage you to apply for this exciting opportunity. Click apply now to submit your application.
About Profectus Financial Partners
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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