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Associate - Independent Financial Advice

Saikal-Skea Independent Financial Advice
Kingston, ACT
A$75,000-$95,000 p/a + bonus
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 22 days ago


Are you interested in a pathway to becoming a financial adviser?

One of our associates is about to complete their professional year and we are looking for someone great to replace them.

Located on the Kingston Foreshore, Saikal-Skea Independent Financial Advice are a growing advisory firm.

Only around 1% of financial advisers can call themselves independent, which means that we don’t charge commissions or receive kickbacks and we also only charge fixed fees.

We are committed to providing the best advice to our clients, who are typically high income professionals.

This is a full-time role but we would consider part-time arrangements for the right person. There is also flexibility to work from home 1 day per week.

The Role

This role would suit a recent graduate or someone who is pursuing a career in financial planning.

You will be working closely with a senior associate and the practice principal. Day to day, this means managing the implementation of advice as well as assisting with preparing advice documents, conducting research, liaising with clients and other administrative tasks.

You will have the opportunity to learn the entire financial planning process from beginning to end. Your professional growth and development are crucial and there is support for tertiary education as well as practical learning.

You don’t need to have experience in financial planning. However, to be considered for this opportunity you should have the following:

An interest in financial planning and a strong desire to develop.

Excellent communication skills, attention to detail and an ability to pick things up quickly.

A degree (or currently studying a degree), preferably in a related field such as financial planning, finance, commerce, economics, business, or accounting.

Remuneration

The salary package is competitive from $75,000 p.a. to $95,000 p.a. inc super + bonus, dependent on skills and experience.

There's also a bonus week of annual leave, flexibility to work from home 1 day per week and we finish at 4 on a Friday.

The role will include a clear career path to a professional year and beyond, as well as ongoing training and development.

To apply, please send your CV and a short description of why you would be a good fit for the role to [email protected]


About Saikal-Skea Independent Financial Advice

Kingston, ACT, 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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