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.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 roleBuilding relationships to support the advisers in delivering financial advice to clientsImplementation of Statement of Advice and Record of AdviceUtilise Excel to manipulate data, produce reports and create new reportsWorking with clients and institutions to gather information and implement recommendationsAssisting with client investment reportingLodgement of ad hoc forms,



applications and paperworkSkills and experience12 months experience working with UHNW clients and wholesale adviceBachelor's degree or related degree to grow into an AdviserExcellent communication skills – you must be comfortable speaking to clients & colleaguesMust have robust experience with Excel; ability to manipulate data, produce reports and create new reportsStrong organisational and administrative skillsBenefits and perksOpportunity to start your Professional Year ImmediatelyStrong focus on training, support and personal/professional developmentDirect contact with clients and professional network
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📌 Associate Adviser - Py - Wholesale (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales