6
April
Associate Advisor
Talent Matters - Sydney, NSW
Banking & Finance
Source: uWorkin
JOB DESCRIPTION
- Established wealth management co.
- Varied and rewarding role
- Competitive salary package
- CBD based
You will join a team, where your opinion is valued and there is an opportunity to be mentored and coached as the business grows. Be part of a business where your clients best interest is always at the forefront of your decisions.
Key responsibilities include:
- Engage with clients to determine wealth management advice
- Research individual client needs, investment strategies and risk profiles
- Liaise with product providers to determine the best option for clients
- Updating and ensuring accurate client information on Xplan, along with producing reports from Xplan
- Communicate with clients in a timely manner and ensure accurate information is relayed
- Monitor clients wealth strategies and investment portfolios
- Preparation of and completion of review documents
To be successful within the role, you will have:
- Experience within a professional financial planning business, min 3 years
- Finance/Business or related Degree
- RG 146 compliant
- Experience having written advice is highly regarded
- Excellent attention to detail
- Proficient in Microsoft Word and Excel
- Strong relationship building skills
This role will suit someone that is passionate about providing financial advice and can work autonomously, yet as part of a small team environment.
If you enjoy being part of a business that stands for offering personalised service to their clients, then get in touch for a confidential chat on (02)93621119 or send through your application.
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