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Associate Adviser

Associate Adviser

Link Wealth Group

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JOB OVERVIEW

The successful candidate will be responsible for:
• Working closely with a Senior Adviser to provide a high level of service to clients together with continued development of relationships for the future
• Conduct analysis of client portfolios and recommend relevant changes
• Ensure all transactions are in line with compliance requirements
• Preparation of all documentation for client reviews and meetings
• Assist clients with any queries in relation to investment portfolios
• Liaise with external providers, referral partners and internal team
Salary package will be dependent on the applicant's qualifications and experience, your package will include salary and a performance based bonus.
Apply now to be a part of our growing and progressive firm!
Send your application to cassandra@linkwealth.com.au

ABOUT US

We are currently experiencing high growth and are seeking a full time Associate to join our growing and dynamic team. You will have the opportunity to complete your PY alongside advisers.
Our company, Link Wealth Group, located in Camberwell, specialises in retirement planning, investments, home loans, SMSF, superannuation and personal risk insurance.

Our company's core values are as follows:
• Team Work
• Professionalism
• Passionate
• Family

REQUIREMENTS

Successful applicants will:
• Have completed financial planning qualifications and FASEA Approved
• Have completed a business related degree
• Have the ability to work in a fast pace team environment with excellent time management and relationship building skills
• Understand the compliance requirements
• Have knowledge of investments, super funds and insurance
• Be passionate about the financial planning industry and want to pursue a career as a Financial Adviser
The successful candidate will have a positive attitude, be a team player, quick to learn, hardworking and possess a very high work ethic.