Associate Private Adviser - Sydney CBD

We have partnered with a highly successful, stable and growing Wealth Management, Accounting, Tax and Audit practice looking for an experienced and driven Paraplanner ready to step up or an experienced associate adviser to join their team as an Associate Private Adviser. You will be working in a supportive team and an established and loyal high net worth client base to secure your future as a Private Client Adviser. 

Your role will involve researching, developing and implementing investment strategies for clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.

Key duties include:

  • Service existing clients within the firms service standards based on their ongoing agreement
  • Prepare client strategy and research
  • Maintain communication with client throughout the process
  • Build and maintain client relationships
  • Provide detailed and accurate research and calculations for Advisers clients
  • Develop strategies for clients that meet both the client needs and goals
  • When required implementation of advice strategies on platforms
  • Maintain a high level of compliance to ASIC guidelines as outlined within the Professional Standards Manual
  • Assisting in the training of more junior staff

To be considered for this role you will ideally have:

  • Proven Paraplanning/Associate Advisor experience wanting to make the next step
  • Ability and preference for collaborative team work
  • Experience working with high net worth clients will be highly regarded 
  • FASEA ready or close to completion 
  • Tertiary qualifications mis essential 
  • Xplan experience a bonus
  • Solid communication skills

An industry leading salary and benefits will be applied to this role that will relate to the successful candidates experience within the industry.

07/09/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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