Financial Adviser Associate
Infinity Accounting & Business Advisory
Posted 7 days ago
Dive into a role that transcends the ordinary. Infinity Financial Consultants isn’t just another firm; we’re a beacon of innovation in financial services, committed to memorable client experiences. If you're motivated by a role that values your diverse skills and offers growth opportunities, your journey with us begins now.
About Us
At Infinity Financial Consultants, we're not just your typical financial services firm. We're a team of dedicated professionals committed to delivering exceptional service, fostering meaningful client relationships, and driving continuous growth. Specialising in accounting, financial planning, and lending, we aim to create extraordinary moments that make a lasting impression on our clients.
The Opportunity
Join us as a Financial Adviser Associate, where you’ll benefit from close mentorship by experienced Financial Advisers, along with support for further training and certification. You’ll be part of a friendly, team-focused environment that values collaboration and professional growth. Enjoy a healthy work-life balance while working in the beautiful Sunshine Coast, with a clear pathway to progress into a fully qualified Financial Adviser role.
Why Infinity?
- Supportive Team Culture: Become part of a team that values your contribution and celebrates success.
- Career Advancement: Grow with us as we expand, with numerous opportunities to enhance your skills and responsibilities.
- Impactful Work: Play a vital role in our client-focused approach, making a real difference in their financial well-being.
- Competitive Rewards: Enjoy recognition and rewards that reflect your valuable contribution.
- Flexible Arrangements: Benefit from work-life balance with our flexible work practices.
Your Role
Support Senior Financial Advisers with research, strategy development, and client meetings
Assist in creating personalised financial plans based on client goals and circumstances
Manage documentation, compliance processes, and maintain accurate client records
Communicate with clients and liaise with financial institutions
Gain practical, real-world experience and mentorship in a collaborative environment
Who We're Looking For
A degree in Financial Planning, Accounting, Finance, or a related field (recent grads welcome!)
Strong communication and interpersonal skills
Detail-oriented with excellent organisational skills
Passion for helping people achieve financial security
Eagerness to learn, grow, and build a long-term career in financial advice
About Infinity Accounting & Business Advisory
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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