review adviser in Melbourne CBD

posted
contact
geraldine libatique, randstad
job type
permanent
apply now

job details

posted
location
melbourne cbd, victoria
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0373818_1548227018
contact
geraldine libatique, randstad
apply now
Apply with

job description

Our client is a well-established brand looking for exceptional talent to join the organisation!

About the role:

  • Writing ROAs
  • Holding review meetings with clients
  • Working with a Senior Financial Planner as a mentor

About the candidate:

  • You must meet current FASEA requirements
  • Experience writing ROAs and SOAs

This role is ideal for a junior financial planner, associate adviser or phone based adviser who is looking for that next step into a structured environment and work with a senior financial planner.

For a confidential discussion, contact Geraldine on 03 8319 1165 or email geraldine.libatique@randstad.com.au/.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

financial planning, associate adviser, paraplanner, financial planner, client services

qualification

Has to meet FASEA educational requirements

educational requirements

Bachelor Degree