Job Description
Do you live Sydney North-Metro?
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The business has well developed formal pathways for Financial Adviser Associate professionals to develop a career all the way to Senior Adviser & Partner.
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Career Development, not just a job
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Develop with a company that invests in you
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Multi office mature national business
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Pathway to PY Year
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Mentoring and advancement via a comprehensive PY program for Financial Adviser Associates.
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As the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser/s to enhance client relationships and ensure they are well equipped to service their clients. Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and presentations.
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The Role - Financial Advice Associate
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Assist Financial Adviser(s) with client meetings and presentations
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Take responsibility for file notes and action items from client meetings
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Assist with the upkeep of Xplan and keep up to date with changes and enhancements
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Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
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Assist Financial Adviser(s) with practice compliance requirements
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Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
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Oversee the preparation of SOA's, review with the Senior Financial Adviser(s) for review and make modifications as required
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Review/prepare relevant Financial Modelling for client situations
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Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development
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The Person
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Tertiary qualified with an approved degree
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Minimum 2-3 years experience in a CSM/PP support role
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Sound advice and retirement technical knowledge
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Working knowledge of current legislative, industry and corporate standards
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Strong written and oral communication skills
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Excellent client service orientation
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Competent with a variety of technology applications e.g. Office, XPlan, etc
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Self-motivated with regards to personal and career development
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The Benefits
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Mentoring and advancement via a comprehensive PY program to Financial Adviser.
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Focus on the future. The business has well developed formal pathways for advice professionals to develop a career all the way to Senior Adviser & Partner.
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This is a fast paced busy environment, and you must be prepared to get your hands dirty. You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.
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Remuneration:
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A package circa $*****k will be negotiated for the successful applicant based on skills and experience. Plus, the business will invest in you personally with a range of highly attractive employee benefits including professional and personal development.
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Only reviewing applications from Australian residents.

📌 Financial Adviser Associate | $80-90K | Sydney North-Metro (New South Wales)
🏢 Big River Resources
📍 New South Wales