Associate Financial Adviser

4 days ago

Sydney, New South Wales, Australia Buscojobs Full time

Based in the heart of the CBD, this flagship boutique advisory firm is expanding and is seeking an Associate Financial Adviser / Financial Planner to join their team. Working within a team of 30, you will be part of an elite organization that offers innovative advice and provides truly holistic services to clients with portfolios ranging from $5-50m in FUM.

Work arrangements include 2 days from home and 3 days in the office, with current remote days on Mondays and Fridays.

Your role will involve working closely with a lead adviser to service an existing high-net-worth portfolio by providing exceptional support.

Responsibilities of an Associate Adviser include:

  • Providing high-quality support and technical assistance to the Principal Adviser.
  • Collaborating with the Principal Adviser in client meetings, liaising between paraplanning and administration teams.
  • Participating in strategy development discussions with the Adviser.
  • Assisting in preparing advice documents to assess and develop appropriate strategies.
  • Preparing alternative strategies and product working papers to meet the Best Interests Duty.
  • Attending client meetings alongside the adviser and contributing to presentations and discussions.
  • Researching products and strategies, preparing product comparisons, and ensuring they align with clients' needs and objectives.

To succeed as an Associate Financial Planner, you should:

  • Have at least 3 years of experience as a Paraplanner or CSM.
  • Possess strong technical knowledge and a willingness to learn.
  • Be professional and well-presented.
  • Be working towards industry qualifications.
  • Have excellent communication skills.
  • Show passion and genuine care for clients.

This platinum-rated practice offers a salary of $100-130k + Super + Bonus, along with excellent career development opportunities and flexible working conditions.

To apply, please click 'Apply Now' or contact James at [phone number].

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