Financial Investment Adviser

7 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

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