Associate Financial Adviser

Crescent Recruitment – Christchurch, South Island Associate Financial Adviser Respected locally owned firm Career development opportunity Supportive and encouraging environment This is an opportunity to join a locally owned independent financial advisory firm, supporting advisors while providing a high level of service to new and existing clients. Who is hiring? Fortitude Financial is the amalgamation of three independent financial advisory firms. Now a team of four advisers provide independent financial advice, retirement planning and investment advisory services to a range of clients and charities. They are a close-knit team operating from offices on the fringe of the CBD, and due to their continued growth, they are looking for a new assistant to support the team. The Role? As Associate Financial Adviser you will provide technical support for a Senior Adviser and be responsible for data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. You will also be involved in researching investment providers and presenting insights to the wider team with the opportunity to attend fund manager presentations and other industry events. This role will suit someone who has their level 5 Certificate in Financial Services. What your will need? To succeed in this role you will need: Previous experience in the finance/ accounting/ legal or banking sector An understanding of investment services and the investment process Attention to detail and to be comfortable working in a highly regulated and compliance focussed environment An understanding of AML & CFT requirements The ability to work autonomously along with excellent communication skills Able to build long term client relationships A Level 5 Certificate in Financial Services #J-18808-Ljbffr