AddressWe are a growing financial advice firm seeking a motivated and detail-oriented Adviser Associate to join our team.
We are a continually expanding business based in the Sydney CBD that prides itself on providing holistic and comprehensive advice to our diverse client base. We offer a dynamic and supportive work environment with opportunities for accelerated career progression to become a standalone licensed financial adviser.
The Adviser Associate is an integral member of our team. Your role will initially be to support the development and implementation of client strategies, ensuring thorough documentation and compliance.
The ideal candidate will have a strong attention to detail, a willingness to learn and grow, and excellent communication skills.
About you:
- Min 1 - 2 years experience supporting a Financial Adviser/or already working as an Adviser Associate
- Experience writing SOA's
- Great energy and team player
- Could suit someone who has already commenced their PY, or has recently completed it and is ready to start seeing clients
- Alternatively you are seeing clients already, but ready for more responsibility and autonomy and MORE clients.
Responsibilities:
- Assist our lead financial adviser in creating financial plans for clients
- Prepare reports and presentations for client meetings
- Liaise with external paraplanners to prepare Statements of Advice and Records of Advice
- Collaborate with lead adviser to develop and implement investment strategies
- Support Principal Adviser by assisting with financial modelling using XPLAN
- Undertake various administrative tasks to provide support to Lead Adviser and contribute to the overall efficiency of the business
- Prepare SOA's/ROA’s of exceptional quality, accuracy, timeliness, and compliance
- Provide administrative support for client accounts
- Maintain up-to-date knowledge of industry regulations and best practices
Qualifications:
- Bachelor's degree in financial planning, commerce, finance, economics, or related field
- Exceptional attention to detail
- Excellent written and verbal communication skills
- Strong computer skills
- A self-starter with a willingness to learn and take initiative
- Experience in financial planning essential
We believe in investing in our employees and providing the necessary resources and training to help them succeed. As an Adviser Associate, you will have the opportunity to work closely with our experienced lead adviser and gain valuable industry knowledge. You will also have the chance to take on additional responsibilities and grow into a more senior role within the firm, including becoming a financial adviser yourself.
There is also a genuine opportunity for equity in the firm for the right candidate.
We are looking for someone who has an interest in the financial planning industry and who has a strong desire to learn and grow. In your application, please include why you believe you would be a good fit for this role.
If you are interested in joining our team, please submit your resume and cover letter for consideration. We look forward to hearing from you!
