Associate Adviser

All vacancies of AustraliaBanking & Financial ServicesAssociate Adviser

Utilise your solid financial planning or client services experience and work with a modern & progressive practice in a strong growth phase

Summary about this job

Financial Planning

Company: Godfrey Group Recruitment

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-8-6603-3913

Fax: +61-3-8636-9342

E-mail: n\a

Site:

Detail information about job Associate Adviser. Terms and conditions vacancy

This highly regarded & privately owned wealth advisory firm, based in the North Shore has significant experience in the provision of integrated financial services and wealth management solutions. They strive to bring greater affluence, certainty and security to the lives of their clients. Their disciplined, proactive approach and extremely high standards ensure the achievement of outstanding results. The business is an independent & modern financial advice firm and aims to be regarded as the leading provider of truly independent financial advice. 

Due to rapid growth together with an internal promotion, an opportunity now exists for a strong Associate Adviser to join and support the team across all areas of the business. Primarily you will be responsible for managing the workflow of the day to day administration and client service management of new clients coming on-board and the implementation of the SOA's. Managing the annual review process will also be part of the role as well as being the key point of contact for the client.

This exciting role, will have significant client involvement as well as career progression.  To be successful, ideally you will be DFS 1-4 qualified with a minimum of 3 years' experience.  You will have a strong knowledge and understanding of the advice process.  You will have highly developed relationship building skills and as a natural go-getter, you see your longer term career as being an adviser.  You will work well in a professional team environment, have excellent communication skills and strong attention to detail. You will be highly organised and have excellent time management skills.  This is a fantastic opportunity and environment for a person who wants to be highly regarded and rewarded.

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