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Associate

Associate

Much more than money

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JOB OVERVIEW

We're looking for a motivated, organised person to join our team in Canberra. As an Associate you will assist an Adviser in the day to day running of the team, sit in on client meetings and work as part of a small team within a larger team.
Day to day responsibilities include implementation tasks, preparing advice documents for paraplanning and liaising with clients to assist them with their needs.
You'll ideally have experience as an Associate, or Client Service Officer.

ABOUT US

Much more than money is based in Canberra and Sydney, and has five financial advisers and 23 team members. Our clients are diverse and we have built long standing relationships with them as they progress through their financial journey.
Much is committed to development of team members, and provides a flexible working environment with many additional benefits aimed at ensuring our team are enjoying their best work life.

REQUIREMENTS

You'll ideally have recent experience as an Associate or Client Service Officer.