Financial Planning Associate Adviser - Sydney, Australia - Keegan Adams

Keegan Adams

Verified Company

Sydney, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

High performing team with reputation for superior client service

Opportunity to join this well regarded business. Stable team with HNW clients.
Generous salary negotiable for experience ($80110kpackage) + career development

A fantastic opportunity has just become available for an Associate Adviser / Client Relationship Manager to join the Wealth Management Division of this highly successful Accounting Group.

This is a continually expanding business that pride themselves on their friendly and supportive working environment, as well as their superior levels of complex, holistic client advice to HNW clients.

Working as part of a friendly and supportive team, your main responsibilities will include:

Implementation of Advice
Prepare basic financial modelling for one or multiple client strategies
Participate in client review meetings and prepare client advice file notes
Client meeting prep, and documentation of advice post meeting
Act as an intermediary between the client and the other stakeholders (insurance companies, fund managers, share registry etc)
Manage ongoing relationships with allocated client's pre and post meetings
Manage client data files
Assist Advisers in addressing and solving client queries, including strategy queries
Liaise with outsourced paraplanners to prepare Statements of Advice and Records of Advice

To be successful in this position you should have:

Previous experience gained from the Wealth Management industry. You may be an Associate already looking for a new environment, or perhaps you have been working in a Client Service / Implementation / Financial Planners Assistant role and be ready for the next step.
XPLAN experience preferred
Diploma of Financial Planning (DFP) qualification preferred
Exceptional communication skills, both verbal and written.
The desire and ability to work in a team environment.
Intermediate computer skills.

This is a fantastic career opportunity for someone looking to progress their career within financial planning. In return for your hard work you will receive a generous salary, study assistance, a supportive team environment and genuine career development opportunities in future.