At a Glance
- Tasks: Support experienced advisers in developing financial strategies and client communications.
- Company: Lorica Partners, a dynamic firm focused on exceptional client outcomes.
- Benefits: Structured career pathway, professional development, and collaborative team culture.
- Other info: Join a high-performing team and grow your expertise in a supportive environment.
- Why this job: Kickstart your finance career while making a real difference for clients.
- Qualifications: Completed financial advice qualification and strong analytical skills.
The predicted salary is between 47250 - 57750 $ per year.
Lorica Partners is seeking an early-career Associate Adviser who has completed the relevant financial advice qualification and is ready to commence, is currently undertaking, or has recently completed their Professional Year.
Working alongside experienced advisers, you will contribute to research, strategy development, advice preparation, client meetings, implementation and ongoing client service.
You will be supported through a structured career pathway that progressively builds your technical capability, professional judgement, communication skills and readiness to manage less complex client relationships.
This role is suited to someone who combines strong analytical and written skills with curiosity, sound judgement, attention to detail and a genuine desire to help clients make thoughtful financial decisions.
Responsibilities
- Support advisers in researching, developing and documenting financial advice strategies.
- Prepare advice documents, modelling, investment analysis, client reports and presentations.
- Attend client meetings and prepare accurate file notes, actions and follow-up communications.
- Assist with risk profiling, cash-flow projections, portfolio analysis and annual client reviews.
- Coordinate advice implementation, client onboarding and outstanding actions with the Client Service team.
- Communicate with clients, accountants, lawyers and other professional advisers.
- Maintain accurate and timely CRM records and comply with regulatory and internal requirements.
- Progressively contribute to client discussions and less complex advice activities as your competence and authorisation develop.
- Demonstrate Lorica Partners' values through your actions, decisions and interactions.
Take ownership of outcomes, collaborate generously, communicate with empathy, remain curious and committed to learning, and contribute to a high-performing team culture focused on delivering exceptional client outcomes
Qualifications
- Completed an approved financial advice qualification.
- Eligible to commence, currently undertaking, or recently completed the Professional Year.
- Relevant experience in financial planning, paraplanning, client service, wealth management, accounting, banking or professional services.
- Strong written, verbal, analytical and numerical skills.
- Excellent attention to detail and an ability to manage competing deadlines.
- Confidence using Microsoft Office and learning financial planning, modelling, research and CRM systems.
- A collaborative, curious and client-focused approach.
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Associate Adviser in Sydney employer: Lorica Partners Pty
At Lorica Partners, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work environment for our Associate Advisers. Located in a vibrant area, we offer structured career pathways that empower employees to grow their technical skills and professional judgement while working closely with experienced advisers. Our commitment to employee development, coupled with a culture that values curiosity and teamwork, makes Lorica Partners an ideal place for those seeking meaningful and rewarding careers in financial advice.
