Associate Financial Adviser

4 weeks 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].

#J-18808-Ljbffr

  • Associate Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Ltd Full time

    Associate Adviser**Location**:SYDNEY, NSW, AU, 2000**Employment Type**:Permanent Full Time- Work with experienced Private Wealth Advisers and be part of a team that values people- Commitment to providing exceptional client services- Enjoy a supportive work environment with hybrid and flexible working arrangements available in Sydney- Shadforth is one of...

  • Associate Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Perks Full time

    OverviewJoin to apply for the Associate Adviser role at Perks.Get AI-powered advice on this job and more exclusive features.About PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper....

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Clearcompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia B & K Consulting Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia ClearCompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia ClearCompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    3 weeks ago

    Sydney, New South Wales, Australia ClearCompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    3 weeks ago

    Sydney, New South Wales, Australia ClearCompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...