Associate Adviser
2 months ago
Want to fasttrak the PY?
- Receive a market rate income once the completion of the Professional Year.
- Work with the movers and shakers of Sydney's advisory landscape
**Associate Adviser - Fast Track your Professional Year - $90K**
- Want to fasttrak the PY? Receive a market rate income once the completion of the Professional Year.
- Work with the movers and shakers of Sydney’s advisory landscape
- You will be doing your PY or moving to a firm that offers it.
- Professional Team of Directors
- Growing team
- Are you entrepreneurial? Want to own a piece of the pie? Look no further this firm is growing and is willing to share
**About our client**
With a view of the Opera House this boutique advice practice with its own AFSL is ready to take on an experienced Associate Adviser that is ready to fast track their Professional Year. With a team of Directors with set goals this start up will make you want to own some equity in the future.
With a recent acquisition of clients this firm is growing rapidly and needs a switched-on Associate Adviser that is ready to become an Adviser.
Work for an experienced Adviser/Director with a huge focus on investments and out of the box strategies.
This role is very diverse, some of your key responsibilities will include, but not be limited to:
- Attending client appointments / presentations with the Senior Financial Adviser
- Updating client information on Adviser logic and producing reports
- Add file notes to Adviser Logic
- Answering calls from clients regarding the management of their wealth portfolios
- Managing annual reviews; getting client files ready for advisor meeting
- Write SOA's and ROA's
- product comparisons and X-tools+ for modelling
To be successful;
- Must have prior experience in Client Service, Paraplanning or Associate Advisory
- Must have exam completed by Sep 2023 and be ready by March 2024 (Completed Education Standards - AQF9)
- Investment Focused
- Entrepreneurial and ambitious
- Fast track your career with a team of investors/directors that will be shaking up Sydney’s advisory sector
**What’s on offer**
$90K + Superannuation, PY completion, Equity offering in the future
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