Associate Financial Advisor - Full Time or Part Time Options

Job Title: Associate Financial Advisor - Full Time or Part Time Options
Contract Type: Permanent
Location: Sydney
Start Date: ASAP
Reference: 2614051 - 88
Contact Name: Toby Walsh
Contact Email:
Job Published: March 07, 2018 15:28

Job Description

My client is a large well regarded Client Advisory firm who offer their clients a truly unique experience setting themselves apart from the rest.   They are renowned for their solid business model and exceptional advice. 

Currently due to natural growth an exciting and highly rewarding opportunity has arisen for an Associate Advisor to join the team based in the Chatswood offices.  They are open to both a permanent or part-time candidate.  They are seeking a motivated and enthusiastic Associate Advisor to join their growing team of professionals. 

Their clients benefit from having access to the full range of advice including Wealth Accumulation, Investment, Superannuation, SMSF, Retirement Planning, Estate Planning, Risk and Business Insurances.

Some of the key responsibilities of the role will include;
  • Assist with management of portfolios
  • Client interaction via client meetings
  • Creation of SOA's from client meetings
  • Relationship building
Key Duties Include:
  • Working directly and being mentored by Client Advisors with a variety of daily duties and tasks i.e. completing client documentation, attending client meetings, constructing investment reports
  • Being the point of contact for clients in relation to queries, maintaining relationships
  • Researching, developing and implementing investment strategies for HNW & UHNW clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.
  • Gain access to one-on-one professional mentoring as you further develop your career in every aspect, from technical analysis to client engagement
  • Completing client documentation and working closely with Paraplanners
  • Research and Strategy implementation for HNW clients 
  • Communicating and building strong relationships with internal and external stakeholders
  • Consistently following compliance and regulatory requirements
  • Service existing clients within the firms service standards based on their ongoing agreement
  • Develop strategies for clients that meet both the client needs and goals
  • When required implementation of advice strategies on platforms
  • Maintain a high level of compliance to ASIC guidelines as outlined within the Professional Standards Manual
  • Develop and maintain a knowledge of platforms, products and services
About You:

To be successful in this role you will require the following;
  • Proven Paraplanning/Associate Advisor experience wanting to make the next step
  • Degree qualified (Preferably Business/Commerce/Accounting)
  • Demonstrable experience in an HNW environment
  • RG146 / ADFS Qualified
  • Exceptionally passionate about financial planning
  • XPlan experience (desirable)
  • Highly ethical

To be considered for this highly sought after opportunity, please click the "APPLY" button to forward a copy of your resume in strictest confidence.  Alternatively feel free to contact Toby Walsh from Ensure Recruitment on 0404971247 or email

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