Associate Adviser

6 months ago


Sydney, Australia Chandler Macleod Full time

**ASSOCIATE ADVISER**
A unique Senior Associate / Adviser opportunity has arisen for someone who enjoys working in Accumulator client base. My clients have a strong presence in the fintech space and you will start out working with the Senior Adviser to learn about how they do things for the first 3-6 months before looking after an existing book of clients. This role has no sales involved as all the leads are generated and referred.

They have a unique model where they are a high touch, high fee, low volume business with a heap of support, so your time will be spent doing fulfilling, high value-add work and not wasting your time on admin and low value work.

You will be ideal for this role if you want to work with high end accumulator clients and want to fast track your career into a Senior Adviser role (6-12 months). Every Adviser is provided with one Associate to support with all back office work.

**The Role**:

- Meet and develop relationships with existing clients to provide strategic and quality advice
- Work with complex advice across; SMSF, trusts, tax, employee share plans, etc.
- Initially work with the Senior Adviser to understand the business before taking on own book of clients
- Provide quality advice for clients on complex decisions they need to make regarding their wealth.
- Accurately assess Client’s needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
- Comply with legislative and regulatory frameworks
- Genuinely care about client outcomes and provide quality advice
- You must always put the client first

**You Will Need**:

- MUST be currently an ASIC Authorised Representative
- MUST have 3+ years financial planning experience
- SMSF accreditation is preferred but not essential
- Passion for providing quality advice to make a different to clients

**The Benefits**:

- Join a young, dynamic and great upbeat culture
- Great salary along with equity in the business
- Work in a firm that always puts clients first
- Provide genuine advice in the best interest of customers
- Located in the heart of Sydney CBD


  • Associate Adviser

    6 months ago


    Sydney, Australia Mercer Full time

    **Associate Adviser** **What can you expect?** - To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. **What is in it for you?** At Mercer, we recognize that our most important asset is our people. We offer...


  • Sydney, Australia Perpetual Limited Full time

    Join our growing Jacaranda team on a 12 month Fixed Term contract - Collaborate with our top performing Advice team - Hybrid work environment with WFH and true flexibility Join our Jacaranda team as an Associate - Adviser Support, build your career supporting our collaborative and client centric Adviser. Sounds interesting? Here are some specifics about...

  • Associate Adviser

    5 months ago


    Sydney, Australia LGT Crestone Wealth Management Full time

    Min Experience- 3 yearsYour team - Directly working with an Investment Adviser(s) and an Associate. - Working as part of the broader Front Office team Your Role - Developing bespoke new client presentation and new business pitch material - Editing and writing investment advice updates for sharing with clients - Leading client driven research matters,...

  • Wealth Management

    4 months ago


    Sydney, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementPermanentA Tier 1 global wealth management advisory firm is seeking an experienced candidate to manage a team of Associate Advisers and provide front office and risk support to the business in their Sydney office. As part of the client-facing Advisory team including the Front Office support team, Investment Advisers and Adviser...

  • Associate Advisers

    5 months ago


    Sydney, Australia Advance Recruitment Partners Full time

    **Multiple Advice Opportunities: Financial Advice Associates and Client Services Professionals** **Location**: CBD and North Sydney **_ Essential - Permanent Residents of Australia (Permanent Positions)_** Are you an experienced Financial Advice Professional looking for new opportunities? The ARP team is currently hiring for multiple positions in CBD and...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleAs an Associate, Adviser Support, you will play a pivotal role in delivering exceptional client experiences.Your responsibilities will include:Attending and actively participating in client meetings to provide comprehensive support to Financial Advisers.Coordinating and arranging documentation for client meetings.Managing workflow to meet...


  • Sydney, Australia Perpetual Limited Full time

    Based in Sydney CBD - Hybrid working arrangement- Opportunity to grow your career within a collaborative and supportive team- An attractive salary package Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...


  • Sydney, Australia Perpetual Full time

    Based in Sydney CBD - Hybrid working arrangementOpportunity to grow your career within a collaborative and supportive teamAn attractive salary package Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...


  • Sydney, Australia Fitzgerald Jenkins Recruitment Full time

    Banking & Finance Stock Broking Sydney Permanent / Full Time Top Tier Client Immediate Start Excellent Opportunity to Grow Our client, a Market Leading Wealth Management Group is seeking a driven and motivated Associate Investment Adviser to join their growing business which provides full-service stockbroking, financial planning, superannuation,...


  • Sydney, Australia Fitzgerald Jenkins Recruitment Full time

    Top Tier Client Immediate Start Excellent Opportunity to Grow Our client, a Market Leading Wealth Management Group is seeking a driven and motivated Associate Investment Adviser to join their growing business which provides full-service stockbroking, financial planning, superannuation, funds management and fixed interest services to their clients. This...

  • Nsw State Manager

    4 weeks ago


    Sydney, Australia Mercer Full time

    **NSW State Manager - Adviser Partnerships** **What can you expect?** What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We pride ourselves on providing outstanding career development, learning...

  • Communications Adviser

    2 months ago


    Sydney, Australia ASIC Full time

    Leverage your strategic communications skills in a role where you can make a real difference - Contract opportunities (6, 9 & 24 months), Sydney (other locations may be considered), hybrid working (50:50) - Salary from $118,925 - $139,100 (depending on experience) + 15.4 % superannuation A future with ASIC means that your work will contribute to ASIC's...


  • Sydney, Australia Resolution Life Full time

    About Resolution Life At Resolution Life, we are resolutely committed to protecting the financial futures entrusted to us. For customers, advisers, companies and the industry, we are making an impact worldwide. Resolution Life is a global life insurance group focusing on reinsurance and the acquisition and ongoing management of portfolios of life...

  • Associate

    7 months ago


    Sydney, Australia Findex Full time

    Invigorate your career with this unique opportunity to step into an Associate position with our Sydney Financial Planning team. Excellent training, support and mentoring provided. An opportunity not to be missed! **Elevate your professional journey with this unique career opportunity!** If you're an ambitious individual aspiring to excel as a Financial...

  • Senior Associate

    1 month ago


    Sydney, New South Wales, Australia Clyde & Co Full time

    About the RoleWe are seeking an experienced Senior Associate to join our Corporate practice in Australia, reporting directly to the Australian Managing Partner Rebecca Kelly. The ideal candidate will have a strong employment background, gained within a large-scale international or regional top-tier firm.Key ResponsibilitiesAdvising clients on compliance with...

  • NSW State Manager

    4 days ago


    Sydney, Australia MERCER Full time

    We are seeking a talented individual to join our Wealth team at Mercer. This role will be based in Sydney. This is a hybrid role that has a requirement of working at least three days a week in the office.NSW State Manager - Adviser PartnershipsJoin Mercer, a global leader in HR consulting, as we transform our business with a “people first” culture. Under...

  • NSW State Manager

    4 weeks ago


    Sydney, Australia MERCER Full time

    Mercer is seeking candidates for the following position based in the Sydney office:NSW State Manager - Adviser PartnershipsWhat can you expect?What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a “people first” culture. We...


  • Sydney, New South Wales, Australia Montgomery Advisory Full time

    Job Opportunity: We are seeking a skilled Construction Lawyer/Associate/Senior Associate to join our busy and well-regarded team in Sydney.About the Role: As a Construction Lawyer/Associate/Senior Associate, you will work with our experienced partners on a range of matters, including advising clients on the drafting of design and construct agreements,...


  • Sydney, Australia ASIC Full time

    ASIC is seeking a full time Agency Security Adviser to join their Protective Security Team - Permanent position based in Sydney or Canberra - Salary range up to $188,778 (plus 15.4% superannuation) depending on experience A future with ASIC means that your work will contribute to ASIC's vision for a fair, strong and efficient financial system for all...


  • Sydney, Australia Housing Industry Association Full time

    Opportunity to work for a leading National Association Opportunities available in Sydney, Hunter, Perth, Adelaide, and Melbourne Seeking self-starters with business, contracts, legal, compliance, or dispute resolution skills.  If you enjoy the idea of becoming an expert across a range of areas, a trusted adviser to individuals and businesses of all...