Ark Total Wealth is a boutique financial planning firm based in Martin Place, Sydney. We provide holistic financial planning services to our small business and professional clients, alongside our accounting and mortgage broking divisions.

You will be working with an energetic team who are not only passionate about financial planning and helping our clients achieve their goals but believe that ethics and integrity are the cornerstone of what we do.

What is the role?

The Associate Adviser we are seeking is a team player, whose focus is both on outcomes for the client and constant development in their role through working closely with 2 Senior Advisers.

Our growing business offers a full suite of Accounting and Financial Services including financial planning, risk insurance, investments, residential and commercial finance.

Our Associate Advisers are our point of contact for liaising with both current client queries as well as coordinating any actions from our client reviews.

You will be responsible for project managing the end to end process that underpins client on-boarding,



the implementation of relevant strategies recommended and hands on with ongoing client needs, always with guidance and support of senior advisers and team members.

Duties and Responsibilities

Proactively communicate with clients on their existing portfolios and structures

Prepare accurate and succinct Statements of Advice with Senior Advisers

Working with our advice, accounting and finance teams to ensure the client receives a seamless service experience

Prepare insurance quotes and investment models

Research of investment products, strategies and risk profiles

Manage the client review and renewal process

Skills & Experience

Experienceworking within a Financial Planning office preferred but not essential

Great organisational skills are essential

Adviserlogic and/or XPLAN experience preferred but not essential

Exposure to Risk, Super and Investment products

A Diploma or Advanced Diploma in Financial Planning preferred or working towards completing

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📌 Associate Adviser (Sydney)
🏢 Ark Total Wealth
📍 Sydney