Associate Adviser – Norwest Sydney – $80k

Associate Adviser – Norwest Sydney – $80k

Associate Adviser required for a busy practice in Norwest Sydney. Contract to $80k.

  • Contract Role + Work from Home
  • Direct support to Principal
  • Suits Paraplanning or Client Service backgrounds
Recruit 2 Advice - Associate Financial Planner

Mid size accounting firm with 2 offices in Sydneys north west requires an experienced support person to work directly with the Principal Adviser.

Primary functions will include:

  • File review and support for Client reviews
  • Preparation and / or support with ROA & SOA’s
  • Client Service interaction
  • Implementation

Ideal applicants will have experience in a paraplanning or client services role, or have previously worked as a Financial Adviser.

The role will require several days a week in the office, and once settled can also include work from home.

Initially a contract position to cover heavy workload and support new client demand, the role may evolve to be full time.

Job Category: Associate Financial Planner Client services Paraplanner
Job Type: Full Time Part time
Job Location: Norwest Parramatta Sydney
Experience: 1-3 Years 3-5 Years
Salary Range: $60-80k $80-100k

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