Associate Adviser

Lorica Partners Pty; Sydney; Vor Ort; AUD 70.000 - 100.000; Vollzeit

Zusammenfassung

Lorica Partners in Sydney is seeking an early-career Associate Adviser who has completed the relevant financial advice qualification and is ready to commence, is currently undertaking, or has recently completed their Professional Year.

Working with experienced advisers, you will contribute to research, strategy development, advice preparation, client meetings, implementation and ongoing client service, supported by a structured career pathway that progressively builds your technical capability,

Qualifikationen

• Completed an approved financial advice qualification.
• Eligible to commence, currently undertaking, or recently completed the Professional Year.
• Relevant experience in financial planning, paraplanning, client service, wealth management, accounting, banking or professional services.
• Strong written, verbal, analytical and numerical skills.
• Excellent attention to detail and an ability to manage competing deadlines.
• Confidence using Microsoft Office and learning financial planning, modelling, research and CRM systems.
• A collaborative, curious and client-focused approach.

Aufgaben

• Support advisers in researching, developing and documenting financial advice strategies.
• Prepare advice documents, modelling, investment analysis, client reports and presentations.
• Attend client meetings and prepare accurate file notes, actions and follow-up communications.
• Assist with risk profiling, cash-flow projections, portfolio analysis and annual client reviews.
• Coordinate advice implementation, client onboarding and outstanding actions with the Client Service team.
• Communicate with clients, accountants, lawyers and other professional advisers.
• Maintain accurate and timely CRM records and comply with regulatory and internal requirements.
• Progressively contribute to client discussions and less complex advice activities as your competence and authorisation develop.
• Demonstrate Lorica Partners' values through your actions, decisions and interactions. Take ownership of outcomes, collaborate generously, communicate with empathy, remain curious and committed to learning, and contribute to a high-performing team culture focused on delivering exceptional client outcomes

Kenntnisse

Analytical skills

Written communication

Verbal communication

Numerical skills

Attention to detail

Collaborative approach

Client-focused

Ausbildung

Completed an approved financial advice qualification.

Eligible to commence, currently undertaking, or recently completed the Professional Year.

Tools

Microsoft Office

CRM systems

Jobbeschreibung

Lorica Partners is seeking an early-career Associate Adviser who has completed the relevant financial advice qualification and is ready to commence, is currently undertaking, or has recently completed their Professional Year.

Working alongside experienced advisers, you will contribute to research, strategy development, advice preparation, client meetings, implementation and ongoing client service. You will be supported through a structured career pathway that progressively builds your technical capability, professional judgement, communication skills and readiness to manage less complex client relationships.

This role is suited to someone who combines strong analytical and written skills with curiosity, sound judgement, attention to detail and a genuine desire to help clients make thoughtful financial decisions.

Responsibilities:

• Support advisers in researching, developing and documenting financial advice strategies.
• Prepare advice documents, modelling, investment analysis, client reports and presentations.
• Attend client meetings and prepare accurate file notes, actions and follow-up communications.
• Assist with risk profiling, cash-flow projections, portfolio analysis and annual client reviews.
• Coordinate advice implementation, client onboarding and outstanding actions with the Client Service team.
• Communicate with clients, accountants, lawyers and other professional advisers.
• Maintain accurate and timely CRM records and comply with regulatory and internal requirements.
• Progressively contribute to client discussions and less complex advice activities as your competence and authorisation develop.
• Demonstrate Lorica Partners' values through your actions, decisions and interactions. Take ownership of outcomes, collaborate generously, communicate with empathy, remain curious and committed to learning, and contribute to a high-performing team culture focused on delivering exceptional client outcomes

Qualifications:

• Completed an approved financial advice qualification.
• Eligible to commence, currently undertaking, or recently completed the Professional Year.
• Relevant experience in financial planning, paraplanning, client service, wealth management, accounting, banking or professional services.
• Strong written, verbal, analytical and numerical skills.
• Excellent attention to detail and an ability to manage competing deadlines.
• Confidence using Microsoft Office and learning financial planning, modelling, research and CRM systems.
• A collaborative, curious and client-focused approach.