This practice is forward-thinking, leveraging cutting-edge technology to enhance client satisfaction and experience. The opportunity now exists as the business continues to expand.
The Role:
In your role as an Associate Adviser, you'll hold a crucial position within the company. Your primary duties will involve supporting Financial Advisers with diverse client tasks, encompassing research, workflow coordination, paraplanning assistance, meeting attendance, and implementation support.
Why Apply?
- Progression Opportunities: Offer a clear and structured career path, opportunity to complete PY, enabling growth into operational or advisory roles as you gain experience.
- Mentorship: Dedicated to investing in your professional development.
- Client Exposure: You'll work closely with clients from day one, gaining invaluable experience.
- Collaborative Culture: Join a welcoming and inclusive work environment that highly values teamwork and open communication.
- Qualifications in Financial Planning.
- Analytical and problem-solving skills.
- Excellent communication skills.
- Eagerness to learn and a proactive attitude.
If this sounds like a role you would be interested in learning about please send your resume to lkeys@andersenpartnership.com.