Career opportunities

 

Welcome to Rowe Partners Financial Planning. Thank you for your interest in working with us.

 

There is currently a vacancy at Rowe Partners Financial Planning for a Financial Advisor Assistant.

 

Rowe Partners Financial Planning is a new, busy and growing division of Rowe Partners Accountants, a successful mid-tier South Australian accounting practice est. in 1989. We are client centred and forward-thinking, always seeking to provide our clients with the highest standard of service and advice.

 

Rowe Partners employs over 45 staff in offices located at Port Augusta, Port Pirie, Modbury and Murray Bridge. We aim to provide clients with a comprehensive range of financial in-house services and expertise. Identifying a need to expand our offering to meet growing client demand saw the launch of Rowe Partners Financial Planning. We have teamed up with GPS Wealth Ltd, one of Australia’s leading Financial Services providers, as Authorised Corporate representatives (1262602), to significantly raise the bar in financial planning services.

 

We’re super busy and need the help of experienced and dedicated financial services professional to join us as a Financial Advisor Assistant!

The Role

This challenging and rewarding role will suit a driven individual seeking a career in financial services, not just a job. We expect that through your help to grow the business, this role and responsibilities will expand.

The Financial Advisor Assistant will be mentored by a highly experienced, Senior Financial Planner. However, your ability to learn quickly and work autonomously will serve you well. You will work with the Senior Financial Planner our Accountants and the team at GPS Wealth Ltd to deliver exceptional services and develop financial plans strategically designed to help clients meet their financial objectives.

The Person

 

Ideally, you should have:

  • 5 years plus experience in a client service management role in a financial services environment

  • Solid technical knowledge of financial planning strategies and the advice process

  • Qualifications (or studying) in Financial Planning

  • Experience in preparation of financial planning documentation for client meetings

  • The ability to interpret and expand advisor financial strategy notes for submission to our paraplanners

  • Experience in pre-populating client forms, implementing financial plans and client record maintenance.

  • A strong understanding of workflows, time management and the ability to prioritise your tasks to meet deadlines

  • Attention to detail, excellent written and interpersonal communication skills

  • An in-depth knowledge of XPlan, common financial services industry software and MS Office

  • Experience in preparing insurance quotes and the ability to research and analyse financial products including superannuation, investments and insurance policies

  • An understanding of and the ability to monitor our work to ensure compliance and regulatory obligations are met

  • Confidence to liaise with a range of internal and external service providers

Salary package commensurate with skills and experience will be negotiated with the successful candidate.

Email CV and cover letter to jaene.mcknight@rowepartners.com.au by COB Friday 17th August 2018.

Rowe Partners Wealth Advisors Pty Ltd trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 GPS Wealth Ltd |AFSL 254544 | ABN 17 005 482 726 | info@gpswealth.com.au | GPS Wealth Head Office (02) 8048599 | www.gpswealth.com.au |

 

Disclaimer

Whilst Rowe Partners Financial Planning is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Rowe Partners Financial Planning or GPS Wealth Ltd or any officer, agent or employee of Rowe Partners Financial Planning or GPS Wealth Ltd.

 

General Advice Warning

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

© 2018 by Rowe Partners, Proudly Created with www.shortsharpandshiny.com

  • Rowe Partners Facebook
  • Rowe Partners LinkedIn