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Associate Advisers

7 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 North Sydney. If you are currently working as a Client Services Manager/CSO or Associate Adviser and seeking a role with a clear career path into Advice, we have the perfect roles for you.

**Roles Available**:

- CBD: 2 positions
- North Sydney: 2 positions

**Skills and Experience**:

- Essential knowledge of the Financial Planning Industry.
- Responsibilities include setting up new clients, maintaining existing clients, managing end-to-end administration of client portfolios, attending client meetings, and supporting senior advisers.
- Opportunity to enrol into PY once ready.
- Implementation of client paperwork for advice strategies (Superannuation, SMSFs, and Insurance).
- Support team peers by reviewing work prior to lodgement to ensure minimised errors.
- Diligently record all works in progress and correspondence with clients in the COIN / Xplan database.
- Build and maintain client relationships through regular communication.
- Act as the first point of contact for client queries.
- Liaise with fund managers, brokers, and share registries.
- Implement Advisers' directions efficiently and accurately.

**About You**:

- Enjoy working in a busy environment with a strong focus on client service.
- Take ownership of tasks and follow through to completion.
- Demonstrate initiative, accuracy, and attention to detail with a client-friendly attitude.
- Proactively identify discrepancies with client data and take ownership to correct them.
- Strong written and oral communication skills.
- Minimum 2 years' experience supporting financial planners, taking on Associate Advice tasks.
- Completed or currently studying a Financial Planning degree (Pathway to PY).
- Experience with financial planning software, COIN/Xplan preferred.
- If you have been working in a practice and you are ready to make the next step into Advice this could be the opportunity for you. This is a great opportunity to find yourself in a role where you are working alongside professional, experienced advisers who will guide and support your career. You will be involved in face-to-face client meetings, work on advice strategy and become an important conjugate between the adviser and the client. _**_This is a great steppingstone into becoming an Adviser with a solid, professional business._