Associate Financial Adviser
Vor 7 Tagen
Associate Financial Adviser - Career DevelopmentOur client, a highly respected and rapidly growing financial advisory practice located in the heart of Sydney CBD, is seeking a talented and motivated Associate Financial Adviser to join their team.
With a strong reputation for providing personalised, high-quality financial advice and deep connections within the local community, this is an exceptional opportunity for an ambitious professional to take the next step in their career.
About the Role As an Associate Financial Adviser, you will play a key role in delivering strategic financial advice to a high-net-worth (HNW) client base.
With an average portfolio size of $2 million in funds under management (FUM), you'll have the opportunity to engage with complex client needs, spanning across multiple entities such as family trusts, companies, and SMSFs.
Your key responsibilities will include:
Client Relationship Management: Act as the first point of contact for client inquiries, building strong relationships and ensuring top-tier service delivery.Collaborative Client Meetings: Attend meetings alongside Senior Advisers/Directors, contributing to the development of bespoke financial strategies.Strategic Advice Preparation: Assist in preparing complex Statements of Advice (SOAs), ensuring all advice aligns with both client goals and regulatory requirements.Research & Strategy Development: Conduct research and support the creation of comprehensive financial strategies across investment, tax, and estate planning.Portfolio Management: Help manage and track client portfolios, ensuring alignment with clients' financial objectives and responding to evolving needs.About You To be successful in this role, you will have:
A minimum of 2-3 years' experience as a Paraplanner or Associate Financial Adviser.Proficiency in Xplan or other industry-standard software.Exceptional attention to detail and a commitment to delivering high-quality work.Strong communication and interpersonal skills, with the ability to build and nurture client relationships.What's on Offer In return, you will receive an attractive salary package and enjoy the flexibility of work-from-home options, offering a great balance between work and personal life.
This role also presents excellent opportunities for career progression within a fast-growing, dynamic practice.
You will gain exposure to a diverse range of clients, enabling you to develop your expertise and take on greater responsibility as you progress in your career.
How to Apply If you're ready to take your career to the next level and join a leading firm in the heart of Sydney's CBD, we'd love to hear from you.
To apply for this exciting opportunity, click Apply Now, or contact James on for a confidential discussion.
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