Associate Financial Advisor - Mid Tier Firm

Job Title: Associate Financial Advisor - Mid Tier Firm
Contract Type: Permanent
Location: Sydney
Reference: 26140510-2
Contact Name: Oshan de Silva
Contact Email:
Job Published: December 31, 2017 21:16

Job Description

We have partnered with a highly successful, stable and growing Wealth Management, Accounting, Tax and Audit practice looking for an experienced and driven paraplanner to join their team as am associate adviser. You will be working in a supportive team and an established and loyal high net worth client base to secure your future as a client adviser. 

Your role will involve researching, developing and implementing investment strategies for clients. Primarily working closely with successful Private Client Advisers, to meet their clients' needs by supporting them in the day to day advice responsibilities.

Key duties include:
  • Service existing clients within the firms service standards based on their ongoing agreement
  • Prepare client strategy and research
  • Maintain communication with client throughout the process
  • Build and maintain client relationships
  • Provide detailed and accurate research and calculations for Advisers clients
  • 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
To be considered for this role you will have ideally:
  • Proven Paraplanning/Associate Advisor experience wanting to make the next step
  • Experience working with high net worth clients will be highly regarded 
  • DFP Qualified and ideally ADFS qualified 
  • Tertiary qualifications preferred
  • Xplan or COIN experience a bonus
  • Solid communication skills
An industry leading salary and benefits will be applied to this role that will relate to the successful candidates experience within the industry.

Sounds interesting? We have a lot more information to tell

These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria. 

For a confidential chat about your career options please call Oshan on (02) 9346 5288 or email

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