Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this new role, you will be a key player in the delivery of high-qualityadvice to existing and recent 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 processinternally to ensure it isdelivered to a timely manner
- Providesguidanceandmentorshiptotheclientexperienceteam
- With support from the admin team, complete SoAs & RoAsfor clients and ensure thefinal 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

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📌 Associate Adviser - Sydney CBD (City of Sydney)
🏢 Vivere Recruitment Group
📍 City of Sydney