Associate Adviser

5 days ago

Sydney, Australia Mercer Full time

**Associate Adviser**

**What can you expect?**
- To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support.

**What is in it for you?**

At Mercer, we recognize that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities which will support and nurture you with every opportunity to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more
- Flexible work arrangements
- Discounted insurances
- Incentive Compensation Plan
- Leading training and development program
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues

**We will count on you to**:

- Assisting the financial advisers in their provision tailored financial advice to a range of individual clients by assisting with the development of high quality financial strategies and plans.
- Working closely with financial advisers to build and maintain successful client relationships.
- Deal with technical client queries and follow-up outstanding matters
- Contribute to team meetings and projects and act as thought leaders and mentors for the team.
- Developing and maintaining a thorough knowledge of, and compliance with, the licensing and professional standards under which we operate.
- Adhere at all times to the Mercer professional code of conduct.
- Adhere at all times to Mercer’s compliance guidelines to ensure that compliance breaches are kept to a minimum.

**What you need to have**:

- University qualified
- Commenced the Advanced Diploma in Financial Planning (ADFP) or equivalent degree
- Ideally minimum of 3 years in a Financial Advice Assistant or Junior Paraplanning role
- Understanding of more complex structures such as trusts, defined benefit and SMSF.
- Superannuation, tax, investment, insurance and estate planning knowledge.
- Strong communication, written and numeric skills.
- High attention to detail.

**About us**:

- Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law._

  • Associate Financial Adviser

    5 days ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $110,000 - $130,000 per year

    Join a leading national private wealth firm as a Associate Financial Adviser with a reputation for long-term client relationships, high-calibre advice, and an inclusive team culture. With an average client portfolio of $5M+ FUM, this is an exceptional opportunity to take the next step in your advice career while working with sophisticated, high-net-worth...

  • Associate Adviser

    1 week ago

    Sydney, Australia HAYS Full time

    **Your new company** This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers. **Your new role** As the...

  • Associate Adviser

    1 day 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

    3 weeks ago

    sydney, Australia Randstad Full time

    About the companyThis highly regarded and well-established financial advice firm in North West Sydney is renowned for its client-centric approach and loyal client base Their team excels at delivering tailored holistic financial advice to their clients. Due to recent growth, they are seeking an experienced Associate Adviser to play a key role in their...

  • Investment Adviser, Associate, $80-120k

    19 hours ago

    Sydney, 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 Advice role? Manly based independent AFSL...

  • Associate Adviser

    5 days ago

    Sydney, Australia Chandler Macleod Full time

    **ASSOCIATE ADVISER** A unique Senior Associate / Adviser opportunity has arisen for someone who enjoys working in Accumulator client base. My clients have a strong presence in the fintech space and you will start out working with the Senior Adviser to learn about how they do things for the first 3-6 months before looking after an existing book of clients....

  • Associate Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $100,000 - $130,000 per year

    Based in the beating heart of the CBD this flagship boutique advisory firm is growing and now requires an Associate Financial Adviser / Financial Planner to join their team. Working in a business of 30 people you will be joining an elite organisation that really challenges the scope of advice and provides truly holistic advice to clients ranging from $5-50m...

  • Associate Financial Adviser

    1 day ago

    Greater Sydney Area, Australia Zone Financial Full time $60,000 - $120,000 per year

    Associate Adviser – Zone FinancialSt Leonards, Sydney | Full-time | Competitive Salary + Career PathwayAbout UsAt Zone Financial, we're shaping the future of personal wealth management. As a well established,  boutique, self-licensed advisory firm, we provide strategic, fee-only advice to high-net-worth families, senior executives, and business...

  • Associate Financial Adviser

    5 days ago

    Sydney, New South Wales, Australia Perpetual Limited Full time $60,000 - $120,000 per year

    Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and...

  • Financial Planning Associate Adviser

    1 week ago

    Sydney, Australia Keegan Adams Full time

    High performing team with reputation for superior client service - Opportunity to join this well regarded business. Stable team with HNW clients. - Generous salary negotiable for experience ($80-110kpackage) + career development A fantastic opportunity has just become available for an Associate Adviser / Client Relationship Manager to join the Wealth...