At a Glance
- Tasks: Manage client relationships and assist in developing financial strategies.
- Company: Join a leading financial advisory firm with a focus on client success.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Dynamic team environment with a strong emphasis on collaboration and innovation.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Degree in Commerce or Economics, plus 3+ years in financial planning or related fields.
The predicted salary is between 62100 - 75900 $ per year.
- EBR Ever Better Recruitment – Paddington NSW
- Full time
- 18h ago , from EBR Ever Better Recruitment
- Managing the day to day client relationship, becoming the first point of contact for client enquiries
- Attending client meetings with Senior Advisor / Director, and presenting as required
- Assisting with the preparation of complex strategic SOA's
- Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client.
- Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
- Preparation of engagement letters
- Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
- Managing and tracking client portfolios
About you
- Degree qualified in Commerce, Economics, or similar discipline
- 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
- Ideally come from a paraplanning or client services background
- Exceptional client service focus
- Excellent written and verbal communication skills
- Good lateral thinking and problem-solving skills
- Strong Word, Excel and Xplan skills
Key Responsibilities
- Managing the day to day client relationship, becoming the first point of contact for client enquiries
- Attending client meetings with Senior Advisor / Director, and presenting as required
- Assisting with the preparation of complex strategic SOA's
- Liaising and working with other divisions in the wider William Buck business to deliver great outcomes for the client.
- Researching and developing financial strategies for clients, including strategy formation across multiple entities (Family Trusts, Companies, SMSFs etc)
- Preparation of engagement letters
- Administration relating to implementation including, establishing / rolling over superannuation funds, investments funds, share portfolios etc
- Managing and tracking client portfolios
About you
- Degree qualified in Commerce, Economics, or similar discipline
- 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role or accounting is preferable.
- Ideally come from a paraplanning or client services background
- Exceptional client service focus
- Excellent written and verbal communication skills
- Good lateral thinking and problem-solving skills
- Strong Word, Excel and Xplan skills
- #J-18808-Ljbffr
Associate Advisor in Sydney employer: EBR Ever Better Recruitment
At EBR Ever Better Recruitment, we pride ourselves on fostering a dynamic and inclusive work culture in Brisbane, where innovation and collaboration thrive. As a DevOps/Cloud Engineer, you'll benefit from ongoing professional development opportunities, competitive remuneration, and the chance to work with cutting-edge technologies in a supportive environment that values your contributions. Join us to be part of a team that is committed to excellence and making a meaningful impact in the tech industry.
Contact Details:
EBR Ever Better Recruitment Recruitment Team
We think you need these skills to ace Associate Advisor in Sydney
Client Relationship Management
Financial Strategy Development
Preparation of Strategic SOAs
Superannuation Knowledge
Portfolio Management
Communication Skills
Problem-Solving Skills
