Do you live Sydney North-Metro?
The business has well developed formal pathways for Financial Adviser Associate professionals to develop a career all the way to Senior Adviser & Partner.
Career Development, not just a job
Develop with a company that invests in you
Multi office mature national business
Pathway to PY Year
Mentoring and advancement via a comprehensive PY program for Financial Adviser Associates.
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.
The Role - Financial Advice Associate
Assist Financial Adviser(s) with client meetings and presentations
Take responsibility for file notes and action items from client meetings
Assist with the upkeep of Xplan and keep up to date with changes and enhancements
Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
Assist Financial Adviser(s) with practice compliance requirements
Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
Oversee the preparation of SOA's, review with the Senior Financial Adviser(s) for review and make modifications as required




Review/prepare relevant Financial Modelling for client situations
Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development
The Person
Tertiary qualified with an approved degree
Minimum 2-3 years experience in a CSM/PP support role
Sound advice and retirement technical knowledge
Working knowledge of current legislative, industry and corporate standards
Strong written and oral communication skills
Excellent client service orientation
Competent with a variety of technology applications e.g. Office, XPlan, etc
Self-motivated with regards to personal and professional development
The Benefits
Mentoring and advancement via a comprehensive PY program to Financial Adviser.
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.
This is a fast paced busy workplace, 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.
Remuneration:
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.
Only reviewing applications from Australian residents.
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📌 Financial Adviser Associate | $80-90K | Sydney North-Metro
🏢 Big River Resources
📍 Sydney