Financial Services Associate Manager

3 weeks ago


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

This is a dynamic opportunity for a motivated and driven individual to join Fitzgerald Jenkins Recruitment as an Adviser Assistant.

The role involves working with experienced Investment Advisers to collect and analyze financial information, provide sound financial advice to clients, and maintain client portfolios. This includes revising investment strategies in line with client objectives and providing timely advice on market-sensitive news.

You will also be responsible for executing administrative tasks for clients and the Advisers, liaising with the Operations team, and assisting with client reviews.

To succeed in this role, you should have 2-5 years of experience in Financial Services, strong communication skills, and the ability to build internal and external stakeholder networks.

A key aspect of this position is your ability to work collaboratively as part of a team and communicate effectively with clients.

This role offers a competitive salary of $80,000 per annum and provides opportunities for growth and professional development within the company.



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