Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this current 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
#J-*****-Ljbffr

📌 Associate Adviser - Sydney Cbd (New South Wales)
🏢 Vivere Recruitment Group
📍 New South Wales