Are you looking for a rewarding career where you can make a real difference inpeople's lives?
We are looking for a motivated individual to join our client's team in Inverell . This is a structured career pathway designed to develop you into a qualified Financial Adviser through hands-on experience, mentoring and ongoing professional development. No previous financial planning experience is required, just a genuine interest in helping people achieve their financial goals and a willingness to learn.
About The Company
Be part of a financial advisory business with genuine scale and reach. They have 16 offices across NSW, VIC and QLD, delivering accounting, tax, bookkeeping, financial planning and SMSF services, backed by modern cloud-based tools and systems. The company believes great advisers are developed through experience, mentoring and continuous learning. With a strong focus on mentoring and professional development, the business prides itself on creating a supportive, collaborative and values-driven working environment.
About The Opportunity
The primary purpose of this position is to support experienced advisers across all aspects of financial advice while you develop into a qualified Financial Adviser through a structured career pathway.
Some of your responsibilities will include:
- Assisting advisers with preparing financial advice and client strategies
- Researching superannuation, investment, insurance and retirement planning solutions
- Preparing client meeting documentation and follow-up correspondence
- Attending client meetings and taking meeting notes
- Liaising with clients, product providers and external stakeholders
- Supporting the implementation of financial advice recommendations
- Learning compliance and regulatory requirements
About You
The successful candidate will have:
- A genuine interest in financial advice and helping clients achieve their goals
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office
- Strong communication and interpersonal skills, with excellent attention to detail and organisational ability
- A positive attitude, willingness to learn and a strong work ethic
- A Bachelor’s degree in Business, Commerce, Finance, Accounting, Economics or a related discipline (desirable, not essential)
What’s in it for You?
- Rewarding Career | Make a Real Difference in People'sLives
- Structured Pathway to Becoming a Financial Adviser
- One-on-One Mentoring from Experienced Advisers
- Ongoing Professional Development & Support
- Exposure to a Diverse Range of Clients & Strategies
- Immediate StartConsidered for the Right Candidate
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Assistant Financial Adviser in Inverell employer: Recruit Shop - OLD - Lauren Shaw
Join a dynamic financial advisory firm in Port Macquarie that values teamwork and collaboration, offering a supportive environment with experienced colleagues and offshore support. With a focus on career growth and the use of modern cloud-based tools, this role as a Senior Accountant provides an excellent opportunity for professional development while delivering high-quality services to a diverse client base.
Contact Details:
Recruit Shop - OLD - Lauren Shaw Recruitment Team
