Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this new role, you will be a key player in the delivery of high-qualityadvice to existing and new clients.
Duties and Responsibilities
- Assist in providing accurate and timely advice to existing and new clients.
- Proactively develop new client relationships and understanding of Client's needs.
- Apply knowledge to help meet client's financial goals and assist with plans to meet their financial goals
- Assist in presenting financial plans to client
- Respond to client enquiries in a timely manner
- Assist in preparation of research and required documentation for client meetings
- Respond to and manage client communications
- Supervise the advice processinternally to ensure it isdelivered to a timely manner
- Providesguidanceandmentorshiptotheclientexperienceteam
- With support from the admin team, complete SoAs & RoAsfor clients and ensure thefinal document is of a high-quality standard.
Skills & Experience
- Previous experience in an associate adviser role
- Exceptional written and verbal communication skills
- Excellent knowledge of the financial planning industry
- Experience with financial planning software
- Broad knowledge of financial planning concepts, legislation and regulations
Senior Associate Adviser in Sydney employer: Vivere Recruitment Group
At Vivere Recruitment Group, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. Our Senior Financial Advisers benefit from a mentorship-driven environment, ample opportunities for professional growth, and access to a robust referral network, all while working in the vibrant landscape of Australia. Join us to make a meaningful impact on our clients' financial journeys while advancing your career in a dynamic team setting.
