ON HOLD – Associate Financial Adviser, $80-90k

ON HOLD – Associate Financial Adviser, $80-90k

  • Boutique Business (Part of National Group)
  • Close working relationship with Senior Adviser
  • Development role
  • Sydney, CBD

The purpose of the position is to provide professional and proactive support to the senior Financial Adviser to enhance the client relationships and ensure they are well equipped to service their clients.

Develop your personal confidence in client facing situations, maintain up to date knowledge of legislative changes that may impact on the accurate production of SOAs, ensure efficient and effective SOA turnaround times.

Recruit 2 Advice - Associate Financial Planner


  • Assist Financial Adviser(s) with client meetings and presentations
  • Take responsibility for file notes and action items from client meetings
  • Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements
  • Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
  • Assist Financial Adviser(s) with practice compliance requirements
  • Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
  • Review/prepare the SOA, submit to Financial Adviser(s) for review and make modifications as required
  • Review/prepare relevant Financial Modelling for client situations
  • Undertake relevant research and development of suitable asset allocation and investments to assist with client’s strategy development


  • (Preferred) Tertiary qualified in a discipline such as financial planning, accounting
  • Good understanding of the financial planning industry
  • Sound technical knowledge of current legislative, industry and corporate standards
  • Strong written and oral communication skills
  • Excellent client service orientation
  • Competent with a variety of technology applications e.g. Office, XPlan, etc
  • Self-motivated with regards to personal and professional development

The Benefits:

This is a fast paced busy environment and you must be prepared to get your hands dirty. You will enjoy a high degree of client facing interaction to develop your advice and relationship skills.


A highly attractive salary package will be negotiated for the successful applicant based on skills and experience

Job Category: Associate Financial Planner
Job Type: Salary
Job Location: Sydney
Experience: 1-3 Years
Salary Range: $80-100k

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