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vor 1 Tag

Council of the City of Sydney, Österreich Ark Total Wealth Pty Vollzeit

Financial Advisor: Helping You Build and Protect Your Wealth Who we are Ark Total Wealth is a boutique financial planning firm based at Martin Place, Sydney. We provide holistic financial planning services to small business and professional clients, alongside our accounting and mortgage broking divisions. We are an energetic team that is passionate about financial planning and helping our clients achieve their goals, believing that ethics and integrity are the cornerstone of what we do. What is the role? The Associate Adviser we are seeking is a team player, focused on outcomes for the client and on constant development in their role through close work with two Senior Advisers. Our growing business offers a full suite of Accounting and Financial Services including financial planning, risk insurance, investments, and residential and commercial finance. Our Associate Advisers are the point of contact for new client queries and coordinate actions from client reviews. They will project‑manage the end‑to‑end process that underpins client on‑boarding, implementation of recommended strategies, and ongoing client needs, always with guidance and support from senior advisers and team members. Duties and Responsibilities Proactively communicate with clients about their existing portfolios and structures. Prepare accurate and succinct Statements of Advice with Senior Advisers. Work with our advice, accounting and finance teams to ensure the client receives a seamless service experience. Prepare insurance quotes and investment models. Research investment products, strategies, and risk profiles. Manage the client review and renewal process. Skills & Experience Experience working within a Financial Planning office preferred but not essential. Great organisational skills are essential. Adviserlogic and/or XPLAN experience preferred but not essential. Exposure to Risk, Super, and Investment products. A Diploma or Advanced Diploma in Financial Planning preferred or working toward completing it. Seniority level Entry level Employment type Full‑time Job function Finance and Sales Location: Sydney, New South Wales, Australia. Referrals increase your chances of interviewing at Ark Total Wealth by 2x. #J-18808-Ljbffr

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