Associate Adviser
Successful boutique Financial Advisory firm seeking motivated, passionate Associate Adviser. Work with HNW clients, investments and strategic reviews.
Summary about this job
Financial Planning
Company: Newell Palmer Securities Pty Ltd
Location: Sydney
Work type: Full Time
Salary: $70,000 - $89,999 package based on experience
Phone: +61-3-8220-7158
Fax: +61-7-7126-3650
E-mail: n\a
Site: n\a
Detail information about job Associate Adviser. Terms and conditions vacancy
- Great culture with a focus on career development & progression
- Competitive remuneration package
- Work with holistic strategies and investment portfolios
We are seeking the services of a passionate and motivated Associate Adviser to join our professional team. The right candidate will enjoy excellent career prospects within a well established and recognised firm.
The role includes investment portfolio reviews, holistic strategic reviews, some client management as well as involvement in our asset allocation and investment committees. The role is varied and you will be supporting our Senior Advisers directly.
The ideal candidate will have:
- At least 3 years' experience in the financial services industry.
- Relevant tertiary qualifications (and/or DFP as a minimum)
- Experience writing tailored Statements of Advice
- Experience in the use of financial planning software (Xplan) will be an advantage.
- Intermediate level of experience in the use of Microsoft Office, particularly Word, Excel & Outlook.
- Excellent communication both written and verbal.
- Highly organized with strong administration and time management skills.
We are looking for talented and passionate people who have the drive to succeed.
Cover letter is essential; please apply through Seek.
About Newell Palmer
Newell Palmer Securities is a successful boutique Financial Planning Group, established in 1983. We are known for our ability to provide sophisticated investment advice and strategic planning opportunities for individuals, SMSFs and corporate clients.