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Financial Planning Assistant

Work Type: Casual
Classification: Accounting
Area: Sydney Any Area
Listed By: HROfficial

Financial Planning Assistant

OTE:       $65,000

Our client is currently offering an excellent opportunity for a Financial Planning Assistant to join their team and work with a strong team of Financial Planners.

You will be responsible for providing exceptional support to senior Financial Planners through research and preparation of advice for clients, assist the Financial Services Team in the development and implementation of strategies to suit a variety of client needs, and be involved in the ongoing client review process.

To be successful for this role, you must either be a student or a graduate in Financial Planning with at least an internship or local work experience within Australia.

If your ambition is to become an advisor, there is a structured training programs set in place to help you with your future development.

For interested applicants, please email your comprehensive resume (make sure that the details of previous work/internship are provided) and cover letter to widerange.opportunities@gmail.com



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