Wealth Management Associate Advisor — Hybrid & Mentorship Path

First Financial; Sydney; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Bonus potential

Mentoring & development

Hybrid working arrangement

Promotional opportunities

Job summary

First Financial in Sydney seeks an ambitious Associate Adviser to join our Advice team. In this role, you will act as the key link between the Adviser, the Paraplanning and Client Service teams, and our clients.

This is the perfect opportunity for a driven professional in the early stages of their wealth management career. We provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser.

Qualifications

• Two years of industry experience in Associate Adviser, Paraplanner, Client Support, or similar role.
• At least one year as an Associate Adviser is preferable.
• Strong grasp of Retirement Planning, Financial Modelling, Superannuation and Investments.

Responsibilities

• Support Advisers in delivering holistic financial planning and investment advice.
• Attend client meetings alongside Advisers and coordinate actions.
• Prepare Records of Advice, strategy documents and financial plans.
• Be the first point of contact for client queries with exceptional service.
• Maintain positive relationships with clients, colleagues and stakeholders.

Skills

Communication skills

Attention to detail

Analytical ability

Client service mindset

Financial modelling

Education

Undergraduate degree in Business/Economics/Commerce

Diploma of Financial Planning

Tools

Xplan CRM

Microsoft Office

Job description

First Financial in Sydney seeks an ambitious Associate Adviser to join our Advice team. In this role, you will act as the key link between the Adviser, the Paraplanning and Client Service teams, and our clients.

This is the perfect opportunity for a driven professional in the early stages of their wealth management career. We provide a highly supported Professional Year program that offers a clear, structured pathway to becoming a Financial Adviser.