Job Description

You will be a key player in assisting Senior Advisers, in helping them continue to build their relationships with a range of HNW clients.

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nDuties and Responsibilities n
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- Assistance to Senior Advisers in implementing client strategies and portfolio recommendations.
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- First point of contact for clients.
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- Producing standard and tailored client correspondence.
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- Preparation of research and required documentation for client meetings.
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- Assistance to the Advisers with implementing client compliance requirements.
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nSkills & Experience n
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- Exceptional written and verbal communication skills
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- Excellent knowledge of the financial planning industry
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- Experience with financial planning software
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- Broad knowledge of financial planning concepts, legislation and regulations
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- 3-4 years previous experience
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📌 Associate Adviser - Pathway to PY (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney