About the company
This highly regarded and well-established financial advice firm in North West Sydney is renowned for its client-centric approach and loyal client base Their team excels at delivering tailored holistic financial advice to their clients. Due to recent growth, they are seeking an experienced Associate Adviser to play a key role in their continued success and evolution.
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About the role
As an Associate Adviser, you will work closely with two Senior Financial Advisers and help with the delivery of tailored advice strategies. Your role will involve onboarding new clients, coordinating with their client service and paraplanning teams to prepare comprehensive advice documents, and gaining firsthand experience in client meetings.
This company is committed to your growth, offering a fully supported Professional Year to help you achieve your career goals. If you're an experienced Client Service Manager, Paraplanner, or Associate Adviser seeking a clear path to becoming a licensed Adviser, this is your chance!
Demonstrated skills
- Proven experience in financial advice, either in a client service or paraplanning role.
- A driven and eager mindset, ready to embark on your Professional Year.
- Exceptional relationship-building skills to connect with clients
- Solid grasp of compliance frameworks within the advice industry.
- A positive outlook and strong self-motivation to excel.
Benefits
- Be part of a successful team with a fantastic culture.
- Fast-track your career: Professional Year available within months!
- Rewarding salary and benefits.
- Clear pathways for unlimited career growth.
- Plenty of team social events to look forward to.
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.