Job Description
An exciting opportunity exists to join a rapid-growing financial planning business based in the Sydney's CBD.
Our company is experiencing some significant growth and is looking for an Associate to join our fun and dynamic team.
As a team, we are all passionate about helping our clients become financially successful and we like to give back to the community through various charity initiatives.
About the role:
Working closely with the existing Financial Advisors and offshore teams, the successful applicant will be a team player who wants to develop their career within a fast growing business.
This role will suit someone who is self-motivated, organised and has a strong eye for detail.
Typical duties will include:
Provide support to the Financial Advisors, including client management and preparation of advice
Work with the Financial Advisors& offshore teams to construct the advice for clients
Assist with the management of the offshore admin team on the preparation ofSOA's, ROA's and reports for ongoing reviews




Work with the team to ensure the company's technology suite and compliance are kept up to date
What's in it for you?
A competitive salary structure will be offered to the right candidate.
The remuneration package will be negotiable depending on your skill-set and previous work experience.
We are committed to continually working with our staff to progress their careers, so there is a genuine opportunity to progress into a advisor role in the future.
Culture is big part of our company and the successful candidate will be working with a fun, passionate and dynamic team.
Some keyattributes/requirementswill be:
Minimum 6 months experience in a similar or industry related role
Completed or currently studying a Diploma in FP/approved degree (preferred, but not essential)
Excellent communication and customer service skills
Experienced in using excel/word/office and other technologies such as customer relationship malmanagement (CRM's) systems
Strong attention to detail and organisational skills

📌 Associate - Montara Wealth (New South Wales)
🏢 Montara Wealth
📍 New South Wales