Job Advert: Servicing Associate / Financial Adviser Assistant

Join a Growing, Dynamic Wealth Advisory Team

Location: Chatswood Hybrid (2 days in office, 3 days WFH)

The business

• A progressive and modern Wealth & Accounting practice
• 5 partner firm with 34 staff in total. The wealth team has 24 staff onshore & 12 offshore
• Culture - autonomous environment, 3 days work from home plus flexible working arrangement, casual attire, friendly, professional, hands-off approach, with supportive mentors.
• 37.5 hours a week, 8:30am-5pm office hours but flexibility around start and finish times.
• Training- technical, soft skills & advisory training, professional year support
• Clear progression pathway with development plan
• Work across four advisers in diverse roles, with the offshore team handling the administrative tasks, allowing for a focus on more impactful and engaging work

About the role

The firm are looking for a dedicated and client-focused Servicing Associate to support a growing team of financial advisers. If you’re an experienced Adviser assistant with strong organisational skills and a passion for wealth management, this is your opportunity to gain hands-on experience in a young environment that values growth, flexibility, and professional development.

Key Attributes:

• A positive team member who is coachable.
• Ability to adapt to and has the desire to work with technology.
• Constantly looking to improve processes and create efficiencies.
• Strategy-driven mindset for creating great client outcomes.
• Excellent written and verbal communication skills.
• Confidence and initiative.
• Highly productive, gets things done, and is process-driven.

Key Responsibilities:

• Pre-meeting preparation: Liaising with clients prior to meetings, updating information and relevant strategies, completing investment advice documents, and working with the lead adviser to prepare for new and existing business.
• Meetings: File noting lead adviser/client discussions and presenting proposals or advice.
• Meeting implementation: Managing tasks efficiently following meetings, making portfolio changes on platforms, and updating relevant systems.
• Customer service: Building trusted relationships with clients, managing workflows and tasks for day-to-day queries, and responding within 24 hours to all client inquiries.
• Projects: Participating in action teams that influence the strategic direction of the business.
• Working alongside an extensive back-office support team to handle administrative tasks, allowing this role to focus on client-facing responsibilities and maximising value-adding work.

Qualifications and Experience:

• Bachelor’s Degree in a related field.
• 1+ years of experience in the financial services sector.
• Client engagement experience in prior roles.
• Strong system skills, including Microsoft Office and CRM platforms.

Benefits:

• A flexible work environment (2 days in office, 3 days WFH).
• Extra benefits including birthday leave
• 5 weeks annual leave
• Financial and study support, including assistance with your professional year.
• Regular social events, annual anniversary gifts, and retention bonuses.
• A supportive, young, and dynamic environment in a business experiencing 15-20% growth year-on-year.
• A future-focused company
• Bonuses based on performance

Who We’re Looking For:

• A strong communicator who enjoys working with clients and advisers.
• Someone who thrives in a team environment and can manage multiple priorities.
• A detail-oriented individual who ensures tasks are completed efficiently and accurately.
• Someone with a growth mindset and ambition to progress into a Financial Adviser role.

If you’re ready to take the next step in your financial services career and join a forward-thinking company, apply today!