Junior Financial Advisor
The Andersen Partnership are delighted to be working with a leading privately owned Australian wealth management firm, who are seeking to recruit a Junior Financial Advisor for their successful team, based in Sydney.
Formed over 20 years ago, my client deals with High-Net-Worth individuals throughout NSW and beyond. They pride themselves on delivering a celebrity service to their clients, making complex cases simple, clear and concise.
This is a top opportunity for an Associate Advisor (post PY) or Junior Financial Advisor who wants more exposure to the HNW space, eventually taking over a client book from a retiring advisor.
Responsibilities:
* Collaborate with financial advisers to gather client information and assist with the creation of financial plans
* Providing exceptional client service and building long-lasting relationships with clients
* Maintain up-to-date knowledge of financial regulations, products, and industry trends
* Assist in client meetings, with file notes & strategy preparation
* Perform financial analysis and modelling to evaluate clients & financial goals, risk tolerance, and investment strategies
* Stay updated on industry regulations, compliance requirements, and best practices in financial planning
Requirements:
* Post PY, fully qualified
* Strong knowledge of financial products, investments, and financial planning principles
* Excellent attention to detail and organisational skills
* Exceptional written and verbal communication abilities
* Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment
* Outgoing, team-oriented and eager to learn
Benefits:
* Exposure to a top client book, learning from a Senior Advisor
* Competitive salary + bonus structure - DOE
* Clear progression opportunity into a senior advising role/partnership
* Positive, flexible and collaborative teamwork environment
Get in touch for more information
Please apply to this role directly, or feel free to reach out to Matthew Woods via
email or LinkedIn /