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Associate Advisor

Talent Matters - Sydney, NSW

Banking & Finance
Source: uWorkin


  • Established wealth management co.
  • Varied and rewarding role
  • Competitive salary package
  • CBD based
Our client is a boutique and well regarded wealth management company that is known for offering their clients tailored financial advice. They work across wealth creation and preservation, investment structuring, superannuation and insurance.

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.