Investment Adviser, Associate, 80-120k

3 weeks ago

Sydney, New South Wales, Australia Blue Tree Group Full time
  • Boutique Investment Firm
  • HNW Private Clients
  • Portfolio Management - Circa $1B FUA
  • Support 2-3 Senior Advisers
  • Pathway to full Advice role
  • Package circa $70-90k + Super

Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?

Manly based independent AFSL Investment Advice specialist firm with a focus on individual investment and asset allocation services for private clients.

About the Business

Since 2004, they have provided expert investment advice to high net worth families and individuals. The exclusive services, personalised approach and consistent performance means they are now one of Sydney's most trusted and best regarded Private Wealth Advisors.

Truly personalised portfolios

The business is a modern firm, owned by employees sharing the same vision and values. The exclusive service to a select number of clients allows a unique and tailored solution to meet individual investment objectives.

The firm has eight senior investment specialists in the team supported by operations and client services specialists.

The Role - Investment Adviser, Associate

The primary focus of the role is to support a team of senior Advisers with the day to management of existing and new clients. You will provide a high level of service to client enquiries and correspondence, maintain accurate CRM records, produce SOA and ROA's for the Advisers, and demonstrate a proactive approach to supporting the team.

The position will involve extensive training, mentoring and personal development leading to a steady transition of existing clients over time, then ultimately new clients and leading to a full Client Advisory position.

The Person

  • Degree qualified in relevant degree
  • 2-3 years' experience in an investment or financial advice firm
  • SOA and ROA production experience
  • Xplan and CRM experience highly regarded
  • Sound understanding and working knowledge of current regulatory and compliance frameworks

Passion for advice, ambition to achieve, self driven, strong client orientation and ethics, dedication for continued learning and development, and a good sense of humour will be expected.

The Benefits

The successful applicant will be trained and mentored by highly successful senior client advisers into one of Sydney's premier private client investment firms.

You will enjoy a highly professional yet relaxed atmosphere and culture whilst developing your trade craft. You will regular direct access to management and senior directors/advisers in the business.

The Rewards

The successful applicant will be offered a competitive salary with benefits commensurate with skills and experience.

All Advisers in the business started as Associate Advisers in their respective careers, and are ultimately offered equity in the business after a successful establishment period.

To Apply

Please forward your CV in confidence for review. Successful applicants will receive a full briefing on the business, management, and further details the role.

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