Adviser Associate

2 weeks ago

Sydney, New South Wales, Australia Chandler Macleod Full time

**About the Company**:
Our client is a leading Financial planning practice that prides themselves on their work life balance and workplace culture. They have ample career progression opportunitites if you are looking to grow into an adviser or start your Professional Year.

They are looking for a Client Service Manager / Adviser Assistant to join their office in South Sydney with a parking spot available. This role will work with strategy and the top performing financial adviser. You will have exposure to managing the off-shore paraplanning team and their workload.

**The Role**:

- Timely and accurate implementation of all advice documents
- Prepare Client Portfolio Reviews
- Generate and distribute SMSF investment strategy documents to clients
- Execution of share trades via broker and wrap platforms
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client's superannuation/investments
- Detailed understanding of client portfolio to deliver a detailed response
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Complete adhoc tasks and work on best practice strategies

**Skills & Experience**:

- Must have experience in the Financial Planning Industry
- Financial Planning related degree
- Hold 2+ years experience as an Adviser Assistant
- Experience with Financial Planning software; XPLAN
- Excellent telephone manner and relationship management skills

  • Associate Adviser

    2 weeks 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...

  • Associate Adviser

    2 weeks 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 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

    2 weeks 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

    2 weeks ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    A unique Associate Adviser opportunity has arisen for someone who enjoys working with HNW clients and direct equities. We are looking for someone to start their Professional Year and take on a book of clients within the next ear. This role has no sales involved as all the leads are generated and referred.They have a unique model where they focus on HNW...

  • Associate Adviser

    1 week ago

    Sydney, New South Wales, Australia Perks Full time

    OverviewJoin to apply for the Associate Adviser role at Perks.Get AI-powered advice on this job and more exclusive features.About PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper....

  • Associate Adviser

    2 weeks 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

    4 days ago

    Sydney, New South Wales, Australia Perks Full time $60,000 - $80,000 per year

    Sophisticated high net-wealth client baseCareer progression pathway to AdviserFull-time, perm position in our modern CBD officeAbout PerksPerks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and...

  • Associate, Adviser Support

    2 weeks ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Based in Sydney CBD - Hybrid working arrangement- Opportunity to grow your career within a collaborative and supportive team- An attractive salary packagePerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and...

  • Investment Adviser, Associate, 80-120K

    2 weeks ago

    Sydney, New South Wales, Australia Blue Tree Group Full time

    Boutique Investment FirmHNW Private ClientsPortfolio Management - Circa $1B FUASupport 2-3 Senior AdvisersPathway to full Advice rolePackage circa $70-90k + SuperAre you currently an Investment Adviser Associate, Paraplanner or Client Service Associate looking to progress to an Advice role?Manly based independent AFSL Investment Advice specialist firm with a...