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
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