About the business

Our clients are a specialist wholesale advice firm, focused on delivering sophisticated, personalised wealth management solutions to high-net-worth individuals, family offices, and business owners.

You must be ready to start your PY so the ideal candidate must meet educational requirements.

The ideal candidate will have experience working with UHNW family groups and sophisticated wholesale advice.

About the role

Your responsibilities will include:
Building relationships to support the advisers in delivering financial advice to clients
Implementation of Statementof Advice and Record of Advice
Utilise Excel to manipulate data, produce reports and create new reports
Working with clients and institutions to gather information and implement recommendations
Assisting with client investment reporting
Lodgement of ad hoc forms,



applications and paperwork

Skills and experience
12 months experience working with UHNW clients and wholesale advice
Bachelor's degree or related degree to grow into an Adviser
Excellent communication skills – you must be comfortable speaking to clients & colleagues
Must have strong experience with Excel; ability to manipulate data, produce reports and create new reports
Strong organisational and administrative skills

Benefits and perks
Prospect to start your Professional Year
Robust focus on training, support and personal/professional development
Direct contact with clients and qualified network
Performance-related bonus structure
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📌 Associate Adviser Py Uhnw Clients City Of Sydney
🏢 CANDOR Recruitment
📍 City of Sydney