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.