Financial Planning Associate – Hybrid in Brisbane

Financial Planning Associate – Hybrid in Brisbane

Brisbane Full-Time 58500 - 71500 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Support Private Client Advisers with research, strategy development, and client engagement.
  • Company: Join PSK Private Wealth, a leading firm in Brisbane.
  • Benefits: Enjoy a hybrid work model, competitive salary, and professional growth opportunities.
  • Other info: Full-time role with a supportive team and career advancement potential.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Strong communication skills and a passion for finance are essential.

The predicted salary is between 58500 - 71500 $ per year.

PSK Private Wealth in Brisbane is seeking an Associate to support Private Client Advisers with research, strategy development, portfolio construction, and client engagement. The role is full-time, based in our Brisbane Office, with a transition to a hybrid work model after probation, combining work from home and office in line with our WFH policy.

You will assist in preparing advice documents, records of advice, and client communications while upholding compliance and delivering professional service.

Financial Planning Associate – Hybrid in Brisbane employer: PSK Private Wealth

PSK Private Wealth offers a supportive work environment where employees can collaborate closely with experienced Advisers to deliver high-quality financial advice. The company promotes a hybrid working model, allowing flexibility between home and office work after the initial probation period. Employees have opportunities for professional growth while contributing to the firm's reputation in the market.

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Contact Details:

PSK Private Wealth Recruitment Team

We think you need these skills to ace Financial Planning Associate – Hybrid in Brisbane

Research Skills
Strategy Development
Portfolio Construction
Client Engagement
Compliance Knowledge
Document Preparation
Communication Skills