Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this recent role, you will be a key player in the delivery of high-quality advice to existing and new clients.
Duties and Responsibilities
- Assist in providing accurate and timely advice to existing and new clients.
- Proactively develop new client relationships and understanding of
Client’s needs.
- Apply knowledge to help meet client’s financial goals and assist with plans to meet their financial goals
- Assist in presenting financial plans to client
- Respond to client enquiries in a timely manner
- Assist in preparation of research and required documentation for client meetings
- Respond to and manage client communications
- Supervise the advice process internally to ensure it is delivered to a timely manner
- Provides guidance and mentorship to the client experience team
- With support from the admin team, complete SoAs & RoAs for clients and ensure the final document is of a high-quality standard.
Skills & Experience
- Previous experience in an associate adviser role
- Exceptional written and verbal communication skills
- Excellent knowledge of the financial planning industry
- Experience with financial planning software
- Broad knowledge of financial planning concepts, legislation and regulations
If this sounds like you, please apply via the link below
📌 Associate Adviser - Sydney CBD
🏢 Vivere Recruitment Group
📍 Sydney
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