19th August, 2026

Our client is a boutique financial advice firm based in Sydney CBD that look after a very sophisticated client base. They have a real passion for what they do, and are looking for someone who wants to grow with the business and become an adviser long term.

Duties and Responsibilities;

As the Associate Adviser your main responsibility will be to maintain a relationship with all HNW/ UHNW clients. In this position you will work directly with an adviser meeting and exceeding the expectations of the clients.
Ensuring all required documents are prepared for client meetings
Be the primary point of contact for clients
Attend client meetings with the adviser either in person or virtual
Completing meeting follow-ups,



and sending meeting summaries to clients and planning future meetings
Overseeing the workflow management and delegate to the support team
Assisting in developing investment ideas and executing client trades
Draft Advice documentation where appropriate

Skills & Experience
3+ years' industry experience dealing with HNW clients
Exposure to both retail and wholesale advice
Exceptional written and verbal communication skills
Excellent knowledge of the financial planning industry
Broad knowledge of financial planning concepts, legislation and regulations

If this sounds like you, please apply via the link below!

📌 Private Wealth Associate Adviser Sydney
🏢 Vivere Recruitment Group
📍 Sydney