Responsibilities
- Assist in delivering tailored financial advice in collaboration with senior planners
- Help create comprehensive advice documents and strategies for clients
- Support the onboarding of new clients and service existing relationships
- Contribute ideas and fresh thinking to help drive the business forward
Required Skills
- A Bachelor’s degree in Financial Planning, Business, Commerce, or Economics
- Experience in para-planning or client services (preferred, but not essential)
- A genuine interest in helping people achieve their financial goals
- Strong communication skills and a willingness to learn and grow
Benefits
Are you ready for an exciting new challenge?
To apply, please submit your application with a cover letter and résumé to mildura@mulcahy.com.au or for a confidential discussion, please contact Mulcahy & Co Mildura on 03 5021 1968.
*Previous applicants need not apply.