Financial Services Associate

4 weeks ago


Sydney, New South Wales, Australia Fitzgerald Jenkins Recruitment Full time

About the Company

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Fitzgerald Jenkins Recruitment is a leading provider of talent solutions to the financial services sector.

We are committed to delivering exceptional recruitment experiences and building long-lasting relationships with our clients and candidates.

About the Role

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As a Financial Services Associate, you will have the opportunity to work with a team of experienced Investment Advisers and provide support in various aspects of wealth management.

Responsibilities include:

  • Collaborating with Advisors to collect and analyze financial information for clients
  • Maintaining client portfolios and providing timely advice on investments and financial objectives
  • Executing administrative tasks for clients and the Advisers' teams
  • Liaising with the Operations team and Client On-Boarding

Requirements

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To be successful in this role, you will need:

  • 2-5 years of experience in Financial Services
  • Strong communication and relationship-building skills
  • A high level of motivation and self-direction

What We Offer

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In addition to a competitive salary, we offer a comprehensive benefits package that includes access to ongoing professional development opportunities.

Salary Range

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The estimated annual salary for this role is $70,000-$100,000 depending on experience.



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