Associate Adviser Job Opportunity, Private Wealth Business, Mosman Location.
Your new company
This specialist High Net Worth Advice firm pride themselves on providing bespoke Financial Advice to their sophisticated client base. They support a high-performance culture, but one which also values a high-touch, client-centric approach to advice. They have nice offices based in Mosman, and a vibrant collaborative culture. As a business they have a proud history and a large book of very loyal clients. This a rare opportunity with a truly specialist advice business.
Your new role
As the Associate Adviser your role will be to work closely with and support the company's Senior Advisers. You will be required to attend client meetings,
support with the implementation of strategies and occasionally help out with Paraplanning. Your role will involve producing multiple complex strategies across most areas of advice, including self-managed superfund advice, and financial modelling using XPLAN. You will join a team of 5 other Associate Advisers, in an office of 20 staff. You will be supported in furthering your studies, and progressing your career. You will report into one of the Directors for the Financial Advice business who you will also be involved in supporting.
What you'll need to succeed
As the successful applicant, you will have the Advanced Diploma as a minimum, preferably accompanied by a relevant degree. You will have a high attention to detail, excellent communication skills and sound technical knowledge across Financial Advice. You will have experience in a similar role previously. Experience in a High Net Worth firm will be highly regarded. You will be positive and enthusiastic with a desire to progress your career and grow with the organisation.
What you'll get in return
On offer is a unique opportunity to be a part of an impressive business with steady growth plans for the future. You will work in a supportive, high performance environment alongside like-minded individuals who are also passionate about delivering high quality advice to HNW Clients. You will be supporting some very technically strong Advisers, allowing you a great opportunity to learn from the best. This is a great opportunity to work in an organisation unlike many others.
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 call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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