Mac Money Wealth Management Pty Ltd
35/1 Ricketts Road, Mount Waverley, VIC 3149
Associate Financial Planning Adviser
Salary range is $75,000 + Superannuation
Mac Money Wealth Management Pty Ltd is a distinguished wealth management and financial advisory firm dedicated to assisting clients in achieving financial independence and success. Recognizing the diverse lifestyle goals of each individual, we prioritize understanding our clients' needs by actively listening and tailoring our strategies to align with their financial aspirations.
We are currently seeking an experienced Associate Financial Investment/ Financial Planning Adviser to join our team. The ideal candidate will possess a minimum of two years of relevant experience, with a strong focus on risk assessment and analytical thinking. This role presents an excellent opportunity for qualified applicants to advance their careers within our rapidly growing firm.
About the role
• Assist Senior Financial Adviser in gathering clients' personal and financial data for research purposes to assess financial status and objectives, discuss financial options, and develop comprehensive financial plans and investment strategies.
• Prepare Statements of Advice for clients to ensure they receive high-quality guidance and can make informed decisions.
• Assist the Senior Financial Adviser in providing ongoing service by monitoring client superannuation and reviewing and adjusting investment plans based on evolving needs and market changes.
• Conduct thorough research on superannuation platforms, Different Investment options performance comparison, and insurance covers from various product providers.
• Assist Senior Financial Adviser in preparing Records of Advice for clients during annual reviews.
• Assist Senior Financial Adviser in coordinating the arrangement of personal insurance covers for clients.
• Coordinate the buying and selling of stocks and bonds on behalf of clients.
• Assist Senior Financial Adviser in setting financial objectives, develop and implement strategies to achieve these goals.
• Support the Senior Financial Adviser in ensuring compliance with superannuation and insurance regulations.
What we offer
? A value-based and culture-driven organisation
? A holistic financial service advisory firm
? Total administration & compliance support
? Culture of Inclusive, passionate, hardworking culture within a and high-performing Team
? Great work/life balance
? Attractive salary and future growth options
What we require
? Master’s degree in financial planning
? Excellent communication and interpersonal abilities
? Market Research capabilities & Analytical skills
? Risk management
? Portfolio Management
? Ethical Conduct
? Adaptability
Please send your CV to [email protected]
35/1 Ricketts Road, Mount Waverley, VIC 3149
Associate Financial Planning Adviser
Salary range is $75,000 + Superannuation
Mac Money Wealth Management Pty Ltd is a distinguished wealth management and financial advisory firm dedicated to assisting clients in achieving financial independence and success. Recognizing the diverse lifestyle goals of each individual, we prioritize understanding our clients' needs by actively listening and tailoring our strategies to align with their financial aspirations.
We are currently seeking an experienced Associate Financial Investment/ Financial Planning Adviser to join our team. The ideal candidate will possess a minimum of two years of relevant experience, with a strong focus on risk assessment and analytical thinking. This role presents an excellent opportunity for qualified applicants to advance their careers within our rapidly growing firm.
About the role
• Assist Senior Financial Adviser in gathering clients' personal and financial data for research purposes to assess financial status and objectives, discuss financial options, and develop comprehensive financial plans and investment strategies.
• Prepare Statements of Advice for clients to ensure they receive high-quality guidance and can make informed decisions.
• Assist the Senior Financial Adviser in providing ongoing service by monitoring client superannuation and reviewing and adjusting investment plans based on evolving needs and market changes.
• Conduct thorough research on superannuation platforms, Different Investment options performance comparison, and insurance covers from various product providers.
• Assist Senior Financial Adviser in preparing Records of Advice for clients during annual reviews.
• Assist Senior Financial Adviser in coordinating the arrangement of personal insurance covers for clients.
• Coordinate the buying and selling of stocks and bonds on behalf of clients.
• Assist Senior Financial Adviser in setting financial objectives, develop and implement strategies to achieve these goals.
• Support the Senior Financial Adviser in ensuring compliance with superannuation and insurance regulations.
What we offer
? A value-based and culture-driven organisation
? A holistic financial service advisory firm
? Total administration & compliance support
? Culture of Inclusive, passionate, hardworking culture within a and high-performing Team
? Great work/life balance
? Attractive salary and future growth options
What we require
? Master’s degree in financial planning
? Excellent communication and interpersonal abilities
? Market Research capabilities & Analytical skills
? Risk management
? Portfolio Management
? Ethical Conduct
? Adaptability
Please send your CV to [email protected]
