Associate Financial Adviser (Non-AR)
AMP Limited
Sydney, New South Wales, Australia
6d ago
source : JobLeads

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  • The Practice : Penrith

    A highly regarded Hillross business located in Penrith is looking for an Associate Adviser (Non-AR) to join their growing team.

    Don’t miss out on this opportunity to work close to home and join a practice that has a high level of client engagement and long-term partnerships with their customers.

    To be suitable for this position you will have a keen interest in the financial services industry and a drive to succeed throughout a changing and evolving Industry.

    You work well in a team environment that has shared goals, knowledge and mutual respect.

    The Associate role is responsible for providing high quality, ongoing client service support; including technical / strategy assistance to the Practice Advisers and coordinating the Implementation of Advice Recommendations with external partners.

    The Key Responsibilities :

  • Work closely with the Practice Advisers and other team members
  • Liaise with external service providers
  • Ensure that the plans are being completed within an agreed timeframe
  • High level of detail and compliance required
  • Assist with advice production and Implementation
  • Experience required for this position :

  • Min of 2 years’ experience in financial services
  • Bachelor’s degree in finance or a related qualification (ADFP / DFP)
  • Ideally have supported Advisers in a previous position or have Financial planning administrative experience.
  • Knowledge of Xplan, including scenario modelling in IPS, XTools, Wealth Solver and Risk Researcher is highly desirable.
  • An understanding of direct equities on and off platforms would be advantageous
  • If you wish to have a confidential discussion, please call Jenny 0481 439 240 or email jenny craig

    Would you like to express your interest?

    Submit your CV to join our talent pool and we will keep you in mind for future vacancies.

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