You will be a key player in assisting Senior Advisers, in helping them continue to build their relationships with a range of HNW clients.
Duties and Responsibilities
- Assistance to Senior Advisers in implementing client strategies and portfolio recommendations.
- First point of contact for clients.
- Producing standard and tailored client correspondence.
- Preparation of research and required documentation for client meetings.
- Assistance to the Advisers with implementing client compliance requirements.
Skills & Experience
- Exceptional written and verbal communication skills
- Excellent knowledge of the financial planning industry
- Experience with financial planning software
- Broad knowledge of financial planning concepts, legislation and regulations
- 3-4 years previous experience
If this sounds like you, please apply via the link below or for a confidential discussion!
📌 Associate Adviser - Pathway to PY (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney
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