ASSISTANT ADVISER

Summary about this job

Detail information about job ASSISTANT ADVISER. Terms and conditions vacancy

• Sydney CBD
• Leading Australian Firm
• Career Growth Opportunities

Assistant Adviser role in Sydney with extensive referral network. Various Locations. Multiple Oppurtunties

Your new company
This Leading Australian Firm have a strong presence nationally and are looking to grow their wealth management team. As such they are looking for an enthusiastic Assistant Adviser to join the company in their Sydney office located in the CBD. The organisation promote a culture of autonomy, accountability and going the extra mile for their clients.

Your new role
In this role you will be assisting the department through a provision of support services. You will be processing information received, accurately entering data, managing client relationships, completing roster changes, booking leave and various other administrative tasks. You will be working closely with the Directors, Advisers, and other Assistant Advisers and be responsible for delivering a full range of accounting and wealth advisory services to a range of middle market clients.

What you'll need to succeed
You will need similar experience in a previous role. In addition, you will have:

• A relevant tertiary qualification (preferred)
• Background in Paraplanning or Client Services
• Excellent communication skills
• Sound knowledge of the financial planning process

What you'll get in return

On offer is a competitive salary package and an opportunity to work in a well-known Australian accounting firm. There are excellent work-life balance values which make working here so great. This is a great opportunity if you are looking to progress your career within wealth management.

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.