Associate Adviser - Financial Planning

This established organisation is looking for an Associate Adviser to join their passionate team! Apply Now!
Your new company
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

What you'll need to succeed
  • 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

What you'll get in return
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 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 #2686787


Job Type
Banking & Financial Services
NSW, Northern Sydney

Talk to a consultant

Talk to Annabel Bassil, the specialist consultant managing this position, located in Sydney
Level 13, Chifley Tower, 2 Chifley Square

Telephone: 0292492231

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