Trainee Financial Adviser: Mentored Pathway in Shepparton

Trainee Financial Adviser: Mentored Pathway in Shepparton

Shepparton Trainee 47250 - 57750 $ / year (est.) On-site
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At a Glance

  • Tasks: Assist experienced advisers and learn the ropes of financial planning.
  • Company: Join a supportive team in Shepparton, VIC, focused on your growth.
  • Benefits: Hands-on experience, mentoring, and ongoing professional development.
  • Why this job: Kickstart your career as a Financial Adviser with no prior experience needed!
  • Qualifications: Motivated individuals ready to learn and grow in finance.

The predicted salary is between 47250 - 57750 $ per year.

Lauren Shaw is seeking a motivated individual to join their team in Shepparton, VIC, to develop into a qualified Financial Adviser through a structured career pathway. No prior financial planning experience is required, with hands-on experience, mentoring, and ongoing professional development.

You will assist experienced advisers, research financial solutions, prepare documentation, attend client meetings, and liaise with clients and providers while learning compliance.

Trainee Financial Adviser: Mentored Pathway in Shepparton 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.

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Contact Details:

Recruit Shop - OLD - Lauren Shaw Recruitment Team

We think you need these skills to ace Trainee Financial Adviser: Mentored Pathway in Shepparton

Motivation
Research Skills
Documentation Preparation
Client Liaison
Communication Skills
Compliance Knowledge
Interpersonal Skills