Associate Adviser - Private Wealth

Job Title: Associate Adviser - Private Wealth
Contract Type: Permanent
Location: Sydney, New South Wales
Salary: Negotiable
Reference: 187984_1539564698
Contact Name: Anson Lam
Contact Email:
Job Published: October 15, 2018 11:51

Job Description

The Company:

Our client is a boutique that specialises on high net worth clients with the goal of providing customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for high net worth clients 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.

The ideal candidate will be an experienced Paraplanner or Client Service Manager (CSM) 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 CSO in financial planning or a paraplanner wanting to take the next step in their career as an Associate Planner.

The Role:

The role is dynamic and challenging as it demands an energetic, results focused and self-driven individual. You will be responsible for supporting Financial Planners in providing high quality financial planning services and research to both existing and new clients through the provision of phone based professional financial services to attract and retain clients.

The Key Duties:

  • The ability to provide support to financial planners by way of attracting and retaining clients over the phone.
  • Prepare Statements of Advice and onboarding of new clients
  • Prepare insurance quotes and investment models
  • Producing financial plans in line with agreed targets
  • Research of investment products, strategies and risk profiles
  • Acting in the best interest of the members with customer service as a priority
  • Manage the client review and renewal process

Skills & Experience:

  • 2 years'+ experience as a CRM or paraplanner
  • MUST have experience preparing SOA
  • ADFP or DFP qualified with a degree
  • Ideally working towards their CFP or has a willingness to work towards it
  • Excellent written and oral communication skills
  • Excellent analytical and numerical skills
  • Be driven, passionate and ambitious

For a confidential discussion please call Anson Lam on 02 8247 5712, email or click on the apply button below.

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