Associate Adviser – Wealth Management

Reporting to: Adviser/Director

Main Duties:

- Attend all client meetings including Review Meeting, Initial Meetings and Advice Presentation meetings.
- Facilitate workflow meetings driving priorities with the support team – IC & Offshore – Maintain an understanding of operational processes for other members in the team.
- Preparation of detailed File Notes to record an accurate picture of client meetings and engagements. Provide instructions to support team on outcomes required and oversee executon.
- Facilitate timely advice preparation via insourced offshore team.
- Review and Finalise advice documents before they are sent to clients.
- Research and develop financial strategies across Super, Risk, Investment, Debt, SMSF, Income Support, Estate Planning, Cashflow for all clients.
- Oversee Implementation of Advice in conjunction with recommendations.
- Oversee Review Schedule bookings and adviser calendar management.
- Assist Advisers in addressing and solving client queries, including strategy queries.
- Support the adviser in onboarding new clients,



building the relationship and providing exceptional client service.
- Manage and develop on-going relationships with allocated client’s – be the first point of contact for all queries.
- Manage the overall client relationship and communication process, ensuring regular contact and the provision of a professional and personalised service.
- Contribute to the development of new tools and processes to increase efficiency.

Desired Skills / Experience:

- Degree qualified (preferable).
- Advanced Diploma in Financial Services (preferable).
- At least five (5) years in a similar role.
- High level understanding of client needs, investment strategies and risk profiles.
- Understanding of Compliance Frameworks and Requirements of Advice Documents.
- Outstanding customer service and client management skills.
- Strong organisational and facilitation skills.
- Excellent verbal and written communication skills.
- Solid Administration & IT skills, Xplan is advantageous.

📌 Financial Planning Associate (Ref: GM) (Sydney)
🏢 Altus Financial
📍 Sydney