Associate Advisor - CBD Firm

Five Recruitment
Melbourne, VIC
A$100,000 p/a + Super
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 2 days ago


Our client is a pure Wealth firm, located in the heart of Melbourne CBD. They offer their clients sophisticated advice, access to market-leading research and strategy, and an advisory team that is second to none in terms of experience, cutting-edge knowledge and client care.

With that in mind, an opportunity has arisen for an Associate Advisor to step into the team, and work underneath extremely capable senior, experienced advisors. This role will suit a technically strong Associate looking to take the next step in their career, with unlimited career development potential, and the opportunity to complete your professional year when ready.

To be considered for this type of position, you will need to be able to demonstrate the following:

  • Ability to work in a team environment, whilst demonstrating initiative and being able to work under pressure.
  • Extremely high level of numeracy, and technical understanding
  • Strong commercial acumen, and authenticity in front of a very professional client base.
  • Paraplanning and Financial Modelling Experience.

Your role will be to support the senior advisors, to be involved in winning new business, formulating strategy, presenting the company brand professionally and effectively, and ultimately to grow into an advisory position over time.

These roles are rare in the marketplace currently, so if you have the necessary skill-set and are ready for your next career challenge, then contact Mark Fradkin on 0417 112 220 for a confidential discussion, or apply online.


About Five Recruitment

Hawthorn, VIC, Australia

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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