For Recruiters

Associate Adviser - Financial Planning

Hays
Sydney, Australia
Posted 19 days ago Permanent Competitive
See job description for details
This established organisation is looking for an Associate Adviser to join their passionate team! Apply Now! Your new company
This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers.

Your new role
As the Associate Adviser your responsibilities would include:
  • Providing support to the Financial Advisers across client meetings and strategy presentation
  • Assisting with the preparation and reviewing SOAs and discussing these with the Financial Advisers
  • Attending client meetings, writing up the file notes and client data collection
  • Managing client portfolios using XPLAN
  • Liaising with internal stakeholders
  • Ensuring that the compliance standards are met
What you'll need to succeed
  • Experience as an Associate Adviser and a good understanding of the Financial Planning industry
  • A relevant degree and Diploma of Financial Planning
  • A strong technical knowledge and experience using XPLAN
  • Exceptional client service, an eagerness to learn and a 'can do' attitude along with the ability to work well both in a team and individually
  • A high attention to detail, strong organisational skills and good problem-solving skills
What you'll get in return
This is a fantastic opportunity to get into an established holistic advice firm. This organisation are committed to helping their employees reach their full potential and will provide great exposure to all aspects of the industry. They have a collaborative, supportive culture located in modern office next to North Sydney train station.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Fiona Russell on Fiona.Russell@hays.com.au.

LHS 297508 #2686787
Job ID  2686787
ABOUT COMPANY
Sydney, Australia
12100 Employees HR & Recruitment

About us

At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.

Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.

Looking for the right role for you? 

At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.

Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.

Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.

Take the next step at hays.com.au

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