Insurance Advisory Service (NSW) Pty Ltd,
We are currently seeking a full-time Financial Planning Associate who will be able to utilise their natural talents to see the bigger picture and execute the vision for clients and for the business.
Ideally, this person would be comfortable with lots of moving pieces, and exceptionally talented in taking control, working with figures and strategies. You will have experience working as an experienced Client Services Manager or Associate Advisor in the financial planning environment and working for a small to medium size business.
You will understand compliance, processes and procedures required to undertake this role.
