Junior Financial Adviser
Posted 29 April by
Australasian Recruitment Company
This is an exciting opportunity for Junior Financial Advisor to join a leading financial institutions helping build a strong financial future!
JUNIOR FINANCIAL ADVISOR ROLE:
- Assisting senior advisors in conducting client meetings to gather financial information, assess goals, and provide personalized recommendations
- Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
- Researching investment opportunities and assisting in developing investment strategies tailored to clients' needs and risk profiles
- Supporting the preparation of financial plans and presentations for client meetings
- Responding to client inquiries and provide ongoing support to address their financial needs and concerns
- Staying informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans
- Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
- Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field
- Minimum 12 months in an administrative role
- A strong desire to work in finance
- A willingness to cold call
At Australasian Recruitment Company we are committed to an Equal Opportunities policy and make employment decisions by matching business needs with the skills and experience of candidates, irrespective of age, disability (including hidden disabilities) gender, gender identity or gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, or sexual orientation.
Reference: 52549282
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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