Established in 2001 this business has an outstanding reputation in the Sydney market not only for providing a high quality financial advice but for being a flagship company on working conditions.

With circa 30 staff this business has all the support and structure for you to be successful but still flexible enough so they can provide their clients with total best interest advice.

The Role

As a Associate Adviser in this business you will have an opportunity to work with a HNW client base with the average client at $1-2m FUM.

Your Duties will include:

Manage the client relationships and become the first point of contact for initial enquiries.

Attending client meetings with Senior Advisor / Director

Implementation of advice

Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)

Working closely with the paraplanning team to produce SOAs and ROAs.

Managing and tracking client portfolios

The Person

Minimum of 1-2 years experience in a financial planning firm.

Strong knowledge financial planning knowledge

Potentially open to graduates.

Knowledge of Xplan or Associated industry software

Strong attention to detail

The Reward

In return for joining this business as a Associate you will be rewarded with a excellent salary package and working from home options.

To Apply for the Paraplanner role please press apply now or call James on 0451 831 861