Vivere Recruitment Group is partnering with a growing financial planning firm to hire an experienced Associate Adviser who will join a cooperative team and help deliver high-quality advice to both existing and new clients.
You will assist in developing client relationships, present financial plans, respond to inquiries promptly, supervise the advice process to ensure timely delivery, and mentor the client experience team while ensuring documentation like Statements of Advice and Records of
#J-18808-Ljbffr
📌 Senior Associate Adviser: Client-Focused Financial Planner (City of Sydney)
🏢 Vivere Recruitment Group
📍 City of Sydney
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.