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 in Fum.

Working from home arrangements are 2 days from home 3 in the office. With current structure Monday and Fridays are at home.

Working 1-1 with one of their lead adviser your role will be to help continue to service an existing HNW portfolio by providing exceptional support.

The Duties of an Associate Adviser are:

  • Providing high quality support and technical assistance to the Principal Adviser.
  • Working alongside the Principal Adviser in meetings, liaising between paraplanning and administration.
  • Strategy Development: discussion with Adviser.
  • Assist Principal Adviser in the preparation of Advice documents to assess and formulate appropriate strategies.
  • Prepare Alternative Strategies & Product Working Papers for Best Interests Duty.
  • Attend client meetings in collaboration with the adviser and contribute to the presentation and discussions.
  • Research products, strategies and prepare product comparisons and ensure they meet client's needs and objectives

To be successful as a Associate Financial Planner you will:

  • Minimum 3 years experience as a Paraplanner or a CSM
  • Strong technical knowledge and desire to learn
  • Professional and well presented
  • Working towards Industry qualifications
  • Strong communication skills are essential
  • Passion and care for clients

In return for joining this platinum rated practice you will be rewarded with a salary of $100-130k + Super + Bonus and an excellent career pathway as well as flexible working conditions.

To Apply for the role please press apply now or call James on

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