This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers.
Your new role
As the Associate Adviser your responsibilities would include:
- Providing support to the Financial Advisers across client meetings and strategy presentation
- Assisting with the preparation and reviewing SOAs and discussing these with the Financial Advisers
- Attending client meetings, writing up the file notes and client data collection
- Managing client portfolios using XPLAN
- Liaising with internal stakeholders
- Ensuring that the compliance standards are met
- Experience as an Associate Adviser and a good understanding of the Financial Planning industry
- A relevant degree and Diploma of Financial Planning
- A strong technical knowledge and experience using XPLAN
- Exceptional client service, an eagerness to learn and a 'can do' attitude along with the ability to work well both in a team and individually
- A high attention to detail, strong organisational skills and good problem-solving skills
This is a fantastic opportunity to get into an established holistic advice firm. This organisation are committed to helping their employees reach their full potential and will provide great exposure to all aspects of the industry. They have a collaborative, supportive culture located in modern office next to North Sydney train station.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231
LHS 297508 #2647324
About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.
Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.
Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.
