Associate Adviser

3 days ago


Sydney Central Business District, Australia SJM Search & Selection Full time

As our client's on-going Strategic Recruitment Partner our firm SJM Search and Selection are looking for a Trading Representative or Operator.

**The oportunity**

Due to growth this is a fantastic opportunity to join the very experienced and supportive team located in one of Queenslands most attractive year round climates and locations. They are teh region's most professionl and well establshed full-service Wealth Management, and Financial Planning Buisness.

**The role**
- Responsible for Tradees and Order Reconciliation
- Manage international share queries and placing international orders
- Execute Exchange Order Placement and Booking
- Central Trade Manager (CTM) Electronic Trade Confirmation (ETC) Reporting
- Reporting of Short Sales to ASX
- Sorting of contract notes during the day
- Using the IRESS Order Entry Platform
- Manage the clients and worklow with Salesforce CRM Software
- Liaising with the team of Advisers and their Assistants

**About you**

Depending on the applicants’ qualifications (perhaps a related financial degree, post grad, or masters) and the attributes of the successful applicant, you will have the appetite and required skills, knowledge, attributes, and additional qualifications to transition across in time to an investment adviser.

**What you will bring**
- High Level of data entry accuracy and as mentioned a high attention to detail
- Be self-motivated with a strng work ethic and ability to meet deadlines
- Proven problem-solving skills and ability to think outside the box
- Multi tasker with strong written and verbal communication skills
- Proven Customer Relationship Management and client retention skills
- Experience in using the IRESS Order Entry platform will be highly regarded
- Strong computer skills including Salesforce CRM, MS Word & Excel

**Next Step**

If you feel you fit the job brief and intersted in finding out more about this opportunity or other roles we are working on, call **Simon for a confodential chat on 0402 075 305 during or after business hours.**

**Job Types**: Full-time, Graduate

**Benefits**:

- Employee discount
- Employee mentoring program
- Maternity leave
- Parental leave
- Professional development assistance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Sunshine Coast QLD: Reliably commute or willing to relocate with an employer-provided relocation package (required)

Work Authorisation:

- Australia (required)


  • Associate Adviser

    2 weeks ago


    Sydney, New South Wales, Australia Insignia Financial Ltd Full time

    Associate Adviser**Location**:SYDNEY, NSW, AU, 2000**Employment Type**:Permanent Full Time- Work with experienced Private Wealth Advisers and be part of a team that values people- Commitment to providing exceptional client services- Enjoy a supportive work environment with hybrid and flexible working arrangements available in Sydney- Shadforth is one of...

  • Associate Adviser

    2 weeks ago


    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    2 weeks ago


    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    2 weeks ago


    Sydney, New South Wales, Australia Perks Full time

    OverviewJoin to apply for the Associate Adviser role at Perks.Get AI-powered advice on this job and more exclusive features.About PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper....

  • Associate Adviser

    7 days ago


    Sydney, New South Wales, Australia Perks Full time $60,000 - $80,000 per year

    Sophisticated high net-wealth client baseCareer progression pathway to AdviserFull-time, perm position in our modern CBD officeAbout PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and...

  • Associate Adviser

    2 weeks 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,...


  • Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment FirmHNW Private ClientsPortfolio Management - Circa $1B FUASupport 2-3 Senior AdvisersPathway to full Advice rolePackage circa $70-90k + SuperAre you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?Manly based independent AFSL Investment Advice specialist firm with a...


  • Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment Firm HNW Private Clients Portfolio Management - Circa $1B FUA Support 2-3 Senior Advisers Pathway to full Advice role Package circa $70-90k + Super Are you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an...

  • Associate Adviser

    1 week ago


    Sydney, New South Wales, 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 teamYour 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, ranging from...


  • Sydney, New South Wales, Australia Buscojobs Full time

    Based in the heart of the CBD, this flagship boutique advisory firm is expanding and is seeking an Associate Financial Adviser / Financial Planner to join their team.Working within a team of 30, you will be part of an elite organization that offers innovative advice and provides truly holistic services to clients with portfolios ranging from $5-50m in...