Your Purpose:
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To be a valuable resource for our Financial Services Team, building relationships with our millennial clients and growing a client base.
Career path:
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We are looking for a motivated individual to pursue a long-term career within our successful business; to develop skills and undertake tertiary studies if required to assist with business growth and own career development.
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We will offer a mentor relationship within our qualified team, and there is potential for equity ownership for a driven, successful individual.
You will have:
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12 months experience working within a professional services environment
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Financial Planning diploma or Business related degree
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Experience with Financial Planning Software, Xplan preferred
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Strong customer service skills
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Exceptional attention to detail
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High standard of written and communication skills
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Problem solving skills and be able take initiative to manage clients' expectations
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Ability to maintain a high focus on compliance
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Motivation to keep up-to-date with technical knowledge and legislation changes
The Role
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Researching and contributing to financial advice to our clients
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Assisting with strategy development and modelling in conjunction with the Senior Adviser
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Investment Portfolio design and research
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Conducting client meetings as part of the advice delivery team
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Providing technical support to clients and advisers
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Providing paraplanning and administration support to Financial Services and Accounting teams
If this sounds like you and you are interested in applying for this position, please send a covering letter and resume to Ros Mitchell –
By email to: mail@robson.com.au
All applications will be treated in line with our privacy policy available on our website.
*Please note: Only people with the right to work in Australia and private applicants should apply. No agencies or business entities please