Associate - Private Wealth Management

The opportunity:

• Excellent opportunity has arisen for an experienced Associate to become a key member of a successful boutique practice.
• A responsible and challenging position working with high net worth (HNW) clients across retail and wholesale segments
• A holistic and unique approach to financial planning utilising leading edge discovery processes to make a real difference in people's lives
• High ethical standards are required with a keen focus on what is best for clients
• A fantastic career opportunity to progress to becoming an Adviser. There is no ceiling in our business
• Sydney CBD role with opportunity for part work from home once established

About us:

Sentinel Wealthis a growing financial planning practice, and we are getting more new clients than ever before. We are independent and privately owned, have our own AFSL and are a fee-for-service practice.  We have developed a market leading methodology which has been designed to provide a combination of emotional discovery and rigorous financial and investment advice.

Our clients come to us to help them make conscious choices about their lives and to align their financial and investment decisions with their life choices.

We have an intentional and bold strategy for the future which we have already make good progress on. This is not a 'steady and boring' company that accepts the status quo.

An opportunity for an experienced Associate has arisen to provide support to our advisers.

The role:

This position will require the new team member to take on the responsibilities of managing the client experience, process and relationships of an existing client base and taking on new clients to the firm over time. Areas of focus include:

• Supporting Senior Advisers in providing superior wealth management services and advice to HNW clients
• Completing written Records of Advice, portfolio design recommendations, overseeing Statements of Advice written by others, technical calculations and financial modelling (individuals and entities)
• Implementing recommendations made to clients, related administration tasks and follow through
• Liaising with clients, other advisers and service providers to ensure high client retention rates
• Processing client applications, lodgements and various administration duties as required by clients
• Having a say in the future of the firm and improvement opportunities, including process changes, client experience improvements, investments and more

The position also incorporates continued exposure to our unique wealth management methodology and involvement in new client onboarding and advice production.

About you:

We are looking for bright, dedicated people who are passionate about their work and lives.

The successful applicant will have:

• Appropriate Diploma or qualifications in Financial Planning (ideally Bachelor's degree).
• A minimum of 2 years' experience in similar role
• Superior time management and organisational skills
• Attention to and an eye for detail
• Excellent written and verbal communication skills
• Ability to meet tight deadlines
• Strong analytical and problem-solving abilities
• An ability to learn fast and be adaptable
• Current experience in financial planning software

We are a high performing team, with empathy. At SentinelWealth, we understand that our people are the most important cog in the wheel, and we believe that if we help our own people to live happy lives, they will help us deliver the same to our clients. We want to deeply understand and deliver on what you want from your career, whether it be growth into the next stage or honing your skills in your sweet spot. We have personal development check-ins every three months and we offer competitive salaries and incentive programs.

Flexibility and work environment:

• Flexibility and work from home available
• Modern, spacious and well equipped CBD office in prime location with amazing harbour views
• New and well managed IT infrastructure
• Regular team events and collaborative conferences away

If you want to become part of our team, please apply and submit a covering letter and CV.