Junior financial advisor

A leading financial services firm with a legacy spanning nearly a century, is seeking a Junior Financial Advisor to join their team. This business focuses on helping professionals, business owners, and families grow and protect their wealth. Their approach is centred on investment-led financial planning , supported by a team of highly qualified advisors with expertise in retirement planning, estate structuring, risk management, and offshore investment strategies. Responsibilities Researching advice-related matters with financial advisors to be utilised in client reports /record of advice Working closely with our financial advisors and administration manager to draft Records of Advice documents Assisting with compliance duties on behalf of the practice Assisting in managing the client review process for financial advisors Checking the accuracy of policy schedules and other reports prepared by the administration team Liaise with financial advisors, service providers, clients and tea...