Senior Associate Adviser

5 days ago

Sydney, New South Wales, Australia The Andersen Partnership Full time $90,000 - $120,000 per year

About this Opportunity:

Our client is based in the heart of Sydney CBD. The firm has strong aspirations for the future and wants to hire the next generation of Advisers by offering a pathway towards Senior Financial Adviser in the coming years.

In this role, you will:

  • Attend and contribute to new and existing client meetings.
  • Lead the client relationship in partnership with a Senior Advisor.
  • Investment analysis, portfolio construction and management.
  • Research and develop financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation and asset protection.
  • Implementation of client recommendations, including portfolio trading, to bring a strategy to life.
  • Attend to client queries and liaising with other professionals to deliver great client outcomes.

About You :

  • A degree in Commerce, Economics, or similar discipline preferred.
  • 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
  • Exceptional client service focus and excellent written and verbal communication skills.
  • Exceptional lateral thinking and problem-solving skills.
  • Strong Word, Excel and analytical skills.

For more information or a confidential discussion, please contact Jason O'Flaherty -

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