Job Description
Our clients are a Sydney CBD specialist wholesale advice firm, focused on delivering sophisticated, personalised wealth management solutions to high-net-worth individuals, family offices, and business owners.
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You must be ready to start your PY so the ideal candidate must meet educational requirements.
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The ideal candidate will have experience working with UHNW family groups and sophisticated wholesale advice.
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About the role
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Building relationships to support the advisers in delivering financial advice to clients
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Implementation of Statement of Advice and Record of Advice
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Utilise Excel to manipulate data, produce reports and create new reports
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Working with clients and institutions to gather information and implement recommendations
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Assisting with client investment reporting
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Lodgement of ad hoc forms, applications and paperwork
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Skills and experience
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12 months experience working with UHNW clients and wholesale advice
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Bachelor's degree or related degree to grow into an Adviser
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Excellent communication skills – you must be comfortable speaking to clients & colleagues
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Must have strong experience with Excel; ability to manipulate data, produce reports and create new reports
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Strong organisational and administrative skills
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Perks and perks
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Opportunity to start your Professional Year Immediately
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Strong focus on training, support and
personal/professional
development
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Direct contact with clients and professional network
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📌 Associate Adviser - Py - Wholesale (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales