Associate Financial Advisor

at  Keegan Adams Recruitment Pty Ltd

We are partnering with a highly reputable Financial Advice and Private Wealth Firm with a beautiful office based in Newcastle who are seeking an ambitious Associate Advisor to join the Private Wealth Team, providing support to high performing advisors.
This is an excellent opportunity if you are looking to kick start your career in Financial Advice, working with top Advisers where you will get exposure to high-end clients and solid working processes. This is a fast-paced environment where you will be an invaluable member of the team and have the opportunity to work alongside prestigious advisers with access to an excellent client base.

Key Responsibilities

• Assisting advisors with the development and preparation of investment proposals and portfolio reports in a timely manner
• Nurture and build existing client relationships and provide excellent service and support
• Work with the administrative team regarding implementation and onboarding tasks
• Regular touch points with clients via phone, email and face to face

Skills and Experience

• 2-3 years experience from a paraplanning role
• Proven knowledge around financial advice compliance and regulations
• Proven interest in financial markets and/or investments
• Excellent verbal and written communication skills
• Strong attention to detail and intermediate Excel skills

In return for your hard work, you will be rewarded with a generous remuneration package, a welcoming working environment and high performing culture.
Please click APPLY now or email me francesca@keeganadams.com.au to take your next step towards an exciting career.
PLEASE NOTE: This role is Newcastle-base

• Assisting advisors with the development and preparation of investment proposals and portfolio reports in a timely manner
• Nurture and build existing client relationships and provide excellent service and support
• Work with the administrative team regarding implementation and onboarding tasks
• Regular touch points with clients via phone, email and face to fac