Investment Adviser, Senior Associate – Package to $120k

Investment Adviser, Senior Associate – Package to $120k

  • HNW Private Clients
  • Work directly with Senior Adviser
  • Pathway to senior role in Investment Management / Advice
  • Package circa $120k based on experience

Manly based independent AFSL Investment Advice specialist firm with a focus on individual investment and asset allocation services for private clients.

Recruit 2 Advice, Financial Planning Recruitment, Investment Adviser

About the Business

Since 2004, they have provided expert investment advice to high net worth families and individuals. The exclusive services, personalised approach and consistent performance means they are now one of Sydney’s most trusted and best regarded Private Wealth Advisors.

Truly personalised portfolios

The business is a modern firm, owned by employees sharing the same vision and values. The exclusive service to a select number of clients allows a unique and tailored solution to meet individual investment objectives.

The firm has eight senior investment specialists in the team supported by operations and client services specialists.

The Role

The primary focus of the role is to support the Senior Adviser with the day to day management of existing and new clients. You will attend client meetings and assist in the preparation and delivery of presentations, provide a high level of service to client enquiries and correspondence, maintain accurate CRM records, and demonstrate a proactive approach to supporting the advice team.

The role will include regional and interstate travel periodically.

The position will involve extensive training, mentoring and personal development leading to a steady transition over time to a Senior Adviser role.

The Person

  • Degree qualified in relevant discipline
  • Post grad qualifications & FASEA compliant highly regarded
  • 3 years’ experience in an investment or financial advice firm
  • Portfolio management or direct equities experience
  • Iress / Xplan and CRM experience
  • Experience liaising with clients preferred

Sound understanding and working knowledge of current regulatory and compliance frameworks.

Passion for investing, financial advice, ambition to achieve, self driven, strong client orientation and ethics, dedication for continued learning and development, and a good sense of humour will be expected.

The Benefits

The successful applicant will be trained and mentored by a highly experienced Investment specialist into one of Sydney’s premier private client investment firms. Ideally leading to a long term association and senior role within the business.

You will enjoy a highly professional yet relaxed atmosphere and culture whilst developing your trade craft. You will enjoy regular direct access to management and senior directors/advisers in the business.

The Rewards

The successful applicant will be offered a competitive salary with benefits commensurate with skills and experience. Future remuneration will involve direct correlation and upside linked to client relationships and business performance. Base salary circa $70-90k plus super, plus bonus - OTE $120k package.

All Advisers in the business started as Associates in their respective careers, and are ultimately offered equity in the business after a successful establishment period.

To Apply

Please forward your CV in confidence for review. Successful applicants will receive a full briefing on the business, management, and further details on the role.

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Job Category: Associate Financial Planner Investment Adviser
Job Type: Full Time
Job Location: North Sydney Sydney
Experience: 1-3 Years 3-5 Years
Salary Range: $100-120k

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