Associate Adviser

Ark Total Wealth; Sydney; On-site; AUD 60,000 - 85,000; Full time

Job summary

Ark Total Wealth in Sydney is seeking an Associate Adviser to join a boutique team. You will work closely with 2 Senior Advisers to deliver client-focused financial planning services and coordinate end-to-end onboarding and ongoing client care.

You will prepare Statements of Advice with Senior Advisers, liaise with clients, and collaborate with our advice, accounting and finance teams to ensure a seamless service experience.

Qualifications

• Experience working within a Financial Planning office preferred but not essential.
• Great organisational skills are essential.
• Adviserlogic and/or XPLAN experience preferred but not essential.
• Exposure to Risk, Super and Investment products.
• A Diploma or Advanced Diploma in Financial Planning preferred or working towards completing.

Responsibilities

• Proactively communicate with clients on their existing portfolios and structures.
• Prepare accurate and succinct Statements of Advice with Senior Advisers.
• Working with our advice, accounting and finance teams to ensure the client receives a seamless service experience.
• Prepare insurance quotes and investment models.
• Research of investment products, strategies and risk profiles.
• Manage the client review and renewal process.

Skills

Client communication

Organisational skills

Education

Diploma/Advanced Diploma in Financial Planning

Tools

Adviserlogic

XPLAN

Job description

Ark Total Wealth is a boutique financial planning firm based in Martin Place, Sydney. We provide holistic financial planning services to our small business and professional clients, alongside our accounting and mortgage broking divisions.

You will be working with an energetic team who are not only passionate about financial planning and helping our clients achieve their goals but believe that ethics and integrity are the cornerstone of what we do.

What is the role?

The Associate Adviser we are seeking is a team player, whose focus is both on outcomes for the client and constant development in their role through working closely with 2 Senior Advisers.

Our growing business offers a full suite of Accounting and Financial Services including financial planning, risk insurance, investments, residential and commercial finance.

Our Associate Advisers are our point of contact for liaising with both new client queries as well as coordinating any actions from our client reviews.

You will be responsible for project managing the end to end process that underpins client on-boarding, the implementation of relevant strategies recommended and hands on with ongoing client needs, always with guidance and support of senior advisers and team members.

Duties and Responsibilities

Proactively communicate with clients on their existing portfolios and structures

Prepare accurate and succinct Statements of Advice with Senior Advisers

Working with our advice, accounting and finance teams to ensure the client receives a seamless service experience

Prepare insurance quotes and investment models

Research of investment products, strategies and risk profiles

Manage the client review and renewal process

Skills & Experience

Experienceworking within a Financial Planning office preferred but not essential

Great organisational skills are essential

Adviserlogic and/or XPLAN experience preferred but not essential

Exposure to Risk, Super and Investment products

A Diploma or Advanced Diploma in Financial Planning preferred or working towards completing