Do work that matters
The role will see you supporting a highly experienced Senior Financial Planner help their Business and High Net Worth clients ‘Live their Best Life’. The role focuses on providing efficient one-to-one support across a wide range of Financial Planning activities and requires a passionate person seeking to make a positive difference, whilst having a high level of attention to detail.
This opportunity will see you proactively supporting with the building and maintenance of relationships with new and existing Premier Banking and Business Banking clients, preparing advice documentation, completing research, implementation of advice, and completing administrative tasks in an associate capacity. You will have direct exposure to clients during the interview process and will work closely with our referral partners to support ongoing coaching and training.
The experience gained in this role and your exceptional performance and continuous development will see you well positioned to transition to a future advisory role in the short to medium term within the team.
Our business is committed to ensuring a positive advice experience for our clients and we offer an inclusive culture which encourages the willingness to share ideas and support colleagues. We offer training and ongoing professional development that supports and encourages your career growth and gives you access to an extensive range of opportunities group wide.
See yourself in our Team:
We are interested in hearing from people who meet the following educational qualification needs for roles in our Advice business.