Core Wealth Financial Planning is a financial planning business with an established client base located on the northern side of Hillary's Marina. We have a rare opportunity for a Graduate Associate Adviser to join our dynamic and friendly team.

Your main objective will be to support our Senior Advisers. Working in a small business environment your key responsibilities will include, but are not limited to:

Preparing documentation for client review and introduction meetings

Attending client meetings

Liaising with clients

Preparing file notes and post meeting review reports

Managing compliance of client files

Assisting with client queries and technical support to the Adviser

Researching and designing suitable strategies

The ideal candidate will have the following minimum requirements to be considered for the role:

Bachelors degree qualified - Ideally finance or business related.

High proficiency with Microsoft Office, primarily Word and Excel.

Excellent interpersonal skills.

Preparedness to complete post graduate studies.

Preparedness to stay committed to learning and building a career as a professional Financial Planner at Core Wealth.

You will have excellent communication skills, both verbal and written. Your attention to detail will be of a high level and you will have the ability to multitask and work autonomously. You will have a like minded commitment to caring about and wanting to help people realise their lifetime goals. Core Wealth prides itself on our core values of Care, Commitment, Community, Doing the right thing and Doing things right and it is imperative you are able to resonate with these.

The right candidate will be trained by a highly qualified team which will provide a structured pathway to becoming a professional Financial Adviser.

To apply please email your CV in confidence to [email protected] or phone 6243 3700 and ask to speak with Andrew Gannon.