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May

Associate Financial Adviser

Vine Wealth - Sunshine, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Vine Wealth Management are seeking an associate financial adviser to join our friendly team. We partner with small businesses to help grow their wealth. Providing small businesses with a full suite of accounting and financial services, at Vine Wealth we go beyond the numbers to ensure our clients receive holistic advice. We strive to align our client's goals and objectives with their vision and purpose.


The Key Responsibilities:

  • Work closely with the Practice Advisers and other team members
  • Manage and build relationships with existing clients and new clients
  • Liaise with external service providers
  • High level of detail and compliance required
  • Ensuring the plans are being completed within an agreed time frame
  • Assist with advice production and implementation


Skills and Experience:

  • Professional personal presentation, communication and influencing skills
  • Excellent time management and technical skills
  • High level attention to detail and superior written and verbal communication skills
  • 'Can do' attitude
  • Ability to work as part of a cohesive team, as well as autonomously
  • Minimum experience preferred

Full time position available, however will consider part time for the right candidate

Please apply with a cover letter and CV to admin@bbfa.com.au as to why you would be the best fit for our position. Applications with an accompanying video will be prioritised.