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- Meets or is working towards FASEA education requirements or holds a valid exemption.
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- Experience in financial advice support, client service, or paraplanning.
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- Proficient with financial advice technology.
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- Skilled in supporting advisers in delivering financial advice.
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- Robust client management and communication abilities.
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Desirable
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- Approved Bachelor's degree or higher such as a Bachelor degree majoring in financial planning, or Graduate Diploma in Financial Planning.
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- Relevant specialist accreditations.
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Job Purpose
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Assist financial advisers in delivering high-quality advice to clients.
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Key Responsibilities
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- Collaborate with Advisers, Senior Advisers, and Partners to coordinate the development and implementation of advice.
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- Prepare high-quality, tailored Statements and Records of Advice with support from the Client Experience Team.
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- Manage client communications in partnership with advisers.
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- Ensure advice is well-researched,
summarised, and ready for approval.
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- Assist in developing complex strategies for new and existing clients.
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- Review client documents for compliance with ethical, legal, and regulatory standards.
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- Attend client meetings for context and professional development.
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- Conduct baseline and scenario modelling to support client strategies.
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- Oversee internal advice processes to ensure timely, high-quality delivery.
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- Support the new and existing client review process, including preparation of meeting materials.
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- Maintain active communication with advisers on advice progress.
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- Mentor and guide the Client Experience Team.
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- Monitor client appointments.
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- Assist with onboarding new clients.
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- Maintain accurate records in business systems.
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- Complete professional development requirements.
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- Perform other duties as required by the business.
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📌 Associate Adviser x2 (New South Wales)
🏢 Esencia Wealth
📍 New South Wales
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