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 current 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.
Solid 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