AddressJob Opportunity: Associate Adviser - Prestigious Financial Planning Firm
Location: Manly Beach, NSW
Salary: $75,000 - $80,000 + Super
We have an exciting opportunity for a dedicated and enthusiastic Financial Advice Associate to join our elite team, serving an ultra-high net worth (HNW) client base in the stunning Manly Beach area. The ideal candidate will be a Northern Beaches local, or live close to Manly Beach.
About Us:We are a leading financial advisory firm known for delivering bespoke wealth management solutions to HNW individuals and families. Our team is committed to providing exceptional service and strategic advice that helps our clients achieve their financial goals.
Key Responsibilities:- Support senior advisers in managing and growing a portfolio of HNW clients.
- Assist in the development and implementation of comprehensive financial plans.
- Conduct research and analysis on various financial products and investment opportunities.
- Prepare detailed reports and presentations for client meetings.
- Maintain up-to-date knowledge of financial markets, tax laws, and regulations.
- Provide administrative support to ensure seamless client experiences.
- Local resident of the Northern Beaches area.
- Bachelor’s degree in Finance/ Graduate Diploma etc. (Studying or finished)
- Relevant financial services industry experience.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team-oriented environment.
- Commitment to providing exceptional client service.
- Competitive salary package of $75,000 - $80,000 + Super.
- Opportunity to work with an elite HNW client base.
- Professional development and career growth opportunities.
- Collaborative and supportive team environment.
- Beautiful office location in Manly Beach a short walk to the beach.
If you are a motivated and client-focused financial professional eager to grow your career with a prestigious firm, we want to hear from you. Apply now and take the next step towards an exciting and rewarding career in financial advisory.
How to Apply:**MUST BE PERMANENT RESIDENT****
*****@advancerecruitmentpartners.com.au
Apply today to join our team at Manly Beach!
If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.
