Associate Adviser

2 days 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 individuals and work heavily around portfolio and direct equities. You will be ideal for this role if you have completed your FASEA exam and want to start your PY and looing to fast track your career into a Senior Adviser role.

**The Role**:

- Meet and develop relationships with existing clients to provide strategic and quality advice
- Work with complex advice across HNW individuals
- Initially work with the Senior Adviser to understand the business before taking on own book of clients
- Provide quality advice for clients on complex decisions they need to make regarding their wealth.
- Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
- Comply with legislative and regulatory frameworks
- Genuinely care about client outcomes and provide quality advice
- You must always put the client first

**You Will Need**:

- MUST meet FASEA requirements to be an adviser
- MUST have 3+ years financial planning experience
- Direct equities and portfolio management experience is preferred
- XPLAN/Midwinter experience is desirable
- Passion for providing quality advice to make a different to clients

**The Benefits**:

- Great opportunity to kickstart your career
- Massive pay increase in 12 months when you take on a book of clients
- Work in a firm that always puts clients first
- Provide genuine advice in the best interest of customers
- Located in the heart of Sydney CBD

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