EARN $65-82,500 pa (Salary Range $65-75,000 + Super)
Successful, Privately Owned, Non-Bank Aligned Financial Services Firm
Rewarding Position Working With Clients And Supporting Advisors
Managing A Diversified Range Of Investment Products
Ongoing Training & Support, Modern Central CBD Office
Our client is a leading, privately-owned financial advisory firm providing excellent services to their clients nationally from their offices in Sydney. They are known for having a team of highly qualified advisers, providing advice across Wealth Creation & Investment Strategies, Self-Managed Super, Retirement Planning, Debt & Risk Management, Estate Planning, Insurance, Mortgages and Lending as well as Taxation strategies.
Our client is seeking an Investment Associate with strong financial planning and investment product experience to join their company in Sydney, CBD, with the potential to earn $65-82,500 pa (Salary Range $65-75,000 + Super). Final salary will be determined based on skills and level of experience.
The primary purpose of this position is to provide exceptional client service and technical support to the Senior Financial Planner by maintaining ongoing client relationships and managing client portfolios.
Reporting directly to the Senior Financial Planner and Office Manager some of your responsibilities include:
- Ongoing client relationship management, including telephone and face-to-face meetings.
- Be a key point of contact for allocated Clients.
- Managing client portfolios from $100k to $100m with a diverse range of investment products.
- Prepare advice for clients with a dedicated support person including Records of Advice, quarterly review reports and Statements of Advice when required.
To be successful in this role you must have an Undergraduate Degree in Business or Finance. Additionally, you will need to have 12 months experience in a similar financial planning or asset management firm. You must also have strong knowledge of the financial market and previous exposure to direct shares and managed funds. Good knowledge of the latest industry trends and standards such as taxation, super contributions, pensions, SMSFs and Trusts is also required.
Finally you will need to have strong analytical skills with MS Office; Xplan experience is ideal.
Apply today and don't miss out starting this career defining opportunity as soon as possible.
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