Associate Financial Advisor - Experienced
Updated: Feb 20
Associate Financial Advisor
Cheesman Applegarth is a progressive and proactive professional services practice located in the Toowoomba CBD, providing high quality taxation, business advisory, and financial planning services.
We are seeking a highly organised and motivated Associate Financial Advisor to support the Senior Financial Planner with research, financial modelling, and projections for our growing financial services business.
You will be required to enthusiastically apply yourself and assist in the development of creative solutions to increase productivity and efficiency. Clear growth opportunities exist to develop the successful applicant to progress your career.
This position is part-time, and would suit someone wishing to work school hours. Hours may be negotiated.
The client is at the centre of everything we do. We partner closely with them to add value and improve their businesses, empowering them to create wealth and achieve financial freedom.
Cheesman Applegarth is regarded as the employer of choice, and the trusted advisor for businesses and individuals at every stage of their life cycle.
The role is centred around providing high quality service and advice to clients.
You have a financial planning related degree or are working towards completion
A technical and analytical mindset, with attention to detail
You would like to start or progress your career in the financial planning industry
Strong Excel skills for cash flow modelling and projections
Experience with Xplan would be considered a strong advantage
Ability to work in a team and ability to liaise between internal and external stakeholders
Willingness to learn
Be highly organised with a positive attitude and a desire to grow your career in Financial Planning
The firm has a large focus on servicing and growing our client base. You will be encouraged and supported to further develop your career and technical skills, and the future opportunity to work towards becoming a qualified Financial Planner.
Toowoomba CBD (Position includes car park)
If you believe you match the criteria and would like to become a member of our valued team, please forward your cover letter and resume to firstname.lastname@example.org