Job Details
  • Reference381148A_1633075545
  • LocationSydney
  • Job TypeFull Time
  • Posted25 days ago
  • ConsultantAnson Lam

The Company:
Our client is a growing financial planning firm that provides holistic advice across the board with the goal of providing accumulators with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for young HNW individuals who lack strategy to plan and grow their wealth in the most effective way. The objective of the Associate Adviser role is to deliver quality advice and turn prospective clients into loyal members.

A great opportunity for an experienced Paraplanner or Adviser Assistant who is currently on their PY or looking to start their PY to be part of our growing company focusing on providing a high level of service to its members. This role is ideally suitable for an experienced Adviser Assistant or paraplanner wanting to take the next step in their career as an Associate Adviser.

The Key Duties:

  • Meet with new and existing clients and walk them through the review planning process as well as regular progress review meetings
  • Research of investment, superannuation and insurance products, strategies and risk profiles
  • Support advisers to support clients and customers
  • Attend introduction meetings and prepare draft product and financial information
  • Prepare models through advice tools and manage the client process
  • Preparation and production of Statement and Records of advice
  • Acting in the best interest of the members with customer service as a priority
  • Manage the client review and renewal process

Skills & Experience:

  • MUST have 2 years'+ experience as a Adviser Assistant or paraplanner
  • FASEA Approved degree / relevant degree completed or in progress
  • Started PY or looking to start PY
  • Eager to grow into an adviser in the next 6-12 months
  • Must have strong communication and written capability

Please send through your resume to if you are interested in this opportunity.