Financial Investment Adviser

6 days ago

Sydney, New South Wales, Australia Morgan Young Full time $80,000 - $90,000 per year

About Us: Our client specialises in financing property developments across Australia and New Zealand.

About the Role: We are seeking a motivated and detail-oriented individual to join our Distribution team as a Financial Investment Adviser.

Key Responsibilities:

  • Support the delivery of compliant, high-quality financial advice to investors across multiple offerings, ensuring alignment with established credit and investment parameters under the guidance of senior advisers.
  • Support investor confidence through transparent reporting and regular updates.
  • Conduct financial modelling and investment analysis to track portfolio performance.
  • Prepare investment summaries, statements, and documentation for client review.
  • Collaborate with internal teams to streamline reporting and enhance automation processes.
  • Uphold strict compliance with ASIC regulations and internal governance frameworks.

Requirements:

· Bachelor's degree or higher in Finance, Economics, Business, or a related field.

· At least 2 years of experience in private credit, real estate finance, funds management, or investment advisory.

· Strong client service orientation with excellent communication and analytical skills

· Understanding of financial services regulations and compliance standards (e.g., ASIC).

· Interest in pursuing relevant certifications (e.g., RG146, CFP).

Job Type: Full-time

Pay: $80,000.00 – $90,000.00 per year

Work Authorisation:

  • Australia (Preferred)

Work Location: In person

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia First Financial Full time $90,000 - $120,000 per year

    About the roleWe are seeking an experienced Financial Adviser to provide outstanding service and high quality, tailored advice in partnership with accountants and other professionals. This role is to support our continued growth, with an emphasis on strengthening client relationships and supporting great client outcomes. You will be part of a professional,...

  • Financial Investment Adviser

    6 days ago

    Sydney, New South Wales, Australia morgan young Full time $104,000 - $130,878 per year

    About Us: Our client specialises in financing property developments across Australia and New Zealand.About the Role: We are seeking a motivated and detail-oriented individual to join our Distribution team as a Financial Investment Adviser.Key Responsibilities: Support the delivery of compliant, high-quality financial advice to investors across multiple...

  • Financial Investment Adviser

    7 days ago

    Sydney, New South Wales, Australia Solomons Wealth Management Australia Pty Ltd Full time

    **About Us**:Solomons Wealth Management Australia is a leading financial advisory firm committed to providing tailored investment solutions to individuals and businesses. Based in Sydney, we help our clients achieve their financial goals through expert advice, innovative strategies, and unwavering dedication to excellence.**About the Role**:We are seeking a...

  • Associate Adviser

    1 week ago

    Sydney, New South Wales, Australia First Financial Full time $80,000 - $120,000 per year

    About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser, you are a main contact point for clients and are a support in the preparation of...

  • Investment Adviser Assistant

    7 days ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    **About the Company**:Our client is a leading investment advice firm that focus on intergenerational wealth planning, investment strategy, tailored portfolio construction and investment management. They are looking for an adviser assistant passionate on investments and looking to progress into an adviser in the next 3+ years. They support with studies and...

  • Investment Adviser Associate

    7 days ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    **About the Company**:Our client is a leading investment advice firm that focus on intergenerational wealth planning, investment strategy, tailored portfolio construction and investment management. They are looking for an adviser assistant passionate on investments and looking to progress into an adviser in the next 3+ years. They support with studies and...

  • Associate Adviser

    6 days 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

    1 week ago

    Sydney, New South Wales, Australia Insignia Financial Ltd Full time $90,000 - $120,000 per year

    Company description: Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services Job description: Work with experienced Private Wealth Advisers and be part of a team that values people Commitment to providing...

  • Associate Adviser

    5 days 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

    6 days 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...