Description

Exciting opportunity to join a global financial services firm, providing client support and career growth.

• Work closely with partners to mentor and grow your career.
• Play a crucial role in delivering high-quality financial advice to clients.
• Enjoy a flexible and inclusive working environment with excellent benefits.
• $85k package + discretionary bonus

Company Overview:
Our client is a global leader in financial services, committed to a values-driven culture. They embrace diversity and inclusion and are dedicated to supporting their employees in a flexible work environment.

Role Overview:
As a Financial Services Associate, you will provide ongoing client service and support to Financial Advisers and Partners. You will oversee the preparation of annual reviews and new business plans, act as a key liaison for the Financial Advisers, and ensure effective risk and compliance management.

Skills & Experience:

• FASEA Approved Degree or FASEA Approved Pathway.
• 2-3 years' experience in administration/paraplanning or related financial services.
• Experience with Xplan is desirable.
• Strong verbal and written communication skills.
• Working knowledge of investments, advice strategies, and financial planning.
• Excellent time management and organizational skills.

What's on Offer:

• Two weeks additional paid leave for Well-being & Community Leave.
• Market-competitive Parental Leave.
• Access to Well-being Benefits and Perpetual Discounts.
• Join a collaborative, values-driven team with a commitment to diversity and inclusion.

If you are looking for the right opportunity to advance your career within a great organisation, then forward your resume using the 'apply now' button below.

Express interest today using the "Apply Now" link below, or call Tina Lin on 9240 6376 for a confidential discussion

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