Investment Adviser Role
We are seeking a skilled Investment Adviser to join our team. The successful candidate will be responsible for providing exceptional service to clients, managing client relationships and delivering tailored investment solutions.
The primary focus of this role is to support senior advisers with the day-to-day management of existing and new clients. You will provide a high level of service to client enquiries and correspondence, maintain accurate records and produce relevant documents as required.
This is an excellent opportunity for individuals looking to progress their career in financial advice. You will receive extensive training, mentoring and personal development leading to a steady transition of clients and ultimately a full Client Advisory position.
Key Responsibilities:
* Provide exceptional client service and support to senior advisers
* Maintain accurate records and produce relevant documents
* Develop and implement tailored investment solutions for clients
Requirements:
* Degree qualified in a relevant field
* 2-3 years' experience in an investment or financial advice firm
* Strong understanding and working knowledge of current regulatory and compliance frameworks
What We Offer:
* Competitive salary and benefits package
* Opportunity for professional growth and development
* A supportive and collaborative work environment
About Us:
We are a leading private client investment firm based in Sydney. Our team of experienced advisers provides expert investment advice to high net worth individuals and families.