Financial Adviser Associate - Career Path to Senior Adviser

Big River Resources, LLC; Sydney; On-site; AUD 80,000 - 90,000; Full time

Benefits offered by this job

Career development

Invest in you

Multi-office national business

Pathway to PY Year

Mentoring program

Job summary

Big River Resources, LLC in Sydney North-Metro is seeking a Financial Adviser Associate to support Senior Advisers, develop client relationships and contribute to strategy development. This PY pathway emphasizes mentoring and advancement through a comprehensive program in a fast-paced environment.

You will assist advisers with meetings, prepare SOAs, maintain XPlan, and help with compliance, reporting, and investment research, while building your professional confidence and client service skills.

Qualifications

• Tertiary qualified with an approved degree.
• Minimum 2-3 years experience in a CSM/PP support role.
• Sound advice and retirement technical knowledge.
• Strong written and oral communication skills.
• Working knowledge of current legislative, industry and corporate standards.
• Excellent client service orientation.
• Competent with a variety of technology applications (Office, XPlan).
• Self-motivated with regards to personal and professional development.

Responsibilities

• Assist Financial Adviser(s) with client meetings and presentations
• Take responsibility for file notes and action items from client meetings
• Assist with the upkeep of XPlan and keep up to date with changes and enhancements
• Provide assistance to Financial Adviser support team with client paperwork, preparation of lodgements
• Assist Financial Adviser(s) with practice compliance requirements
• Review all the information received from the Financial Adviser(s) and discuss and agree the appropriate planning strategy with Financial Adviser(s)
• Oversee the preparation of SOA's, review with the Senior Financial Adviser(s) for review and make modifications as required
• Review/prepare relevant Financial Modelling for client situations
• Undertake relevant research and development of suitable asset allocation and investments to assist with client's strategy development

Skills

Client service orientation

Communication skills

Self-motivation

Education

Approved degree

Tools

Office

XPlan

Job description

Big River Resources, LLC in Sydney North-Metro is seeking a Financial Adviser Associate to support Senior Advisers, develop client relationships and contribute to strategy development. This PY pathway emphasizes mentoring and advancement through a comprehensive program in a fast-paced environment.

You will assist advisers with meetings, prepare SOAs, maintain XPlan, and help with compliance, reporting, and investment research, while building your professional confidence and client service skills.