Associate Adviser Associate Adviser …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
Associate Adviser
Join a collaborative team working with HNWC clients in an established organisation Your new company

You will work in the wealth arm of a prestigious accounting firm working in a supportive team that encourages each employee to reach their full potential. They work closely with their clients to offer the most tailored advice that will support their needs.

Your new role

As the Associate Adviser your responsibilities will include:
  • Working closely with your Principal Advisers
  • Providing tailored advice to a diverse client base across a range of advice topics
  • Building a trusted relationship with both new and existing clients
  • Preparing advice documents as per the Advisers recommendations
  • Maintain and implement compliance standards
What you'll need to succeed
  • Diploma of Financial Planning and a relevant degree
  • Previous experience within the Financial Planning industry
  • Paraplanning experience is advantageous
  • Proficient in Xplan
  • Strong organisational skills and the ability to work both individually as well as part of a team
  • Exceptional written and verbal communication skills and well presented
What you'll get in return

You will have an attractive salary package with the opportunity for long term career and progression. You will have the chance to work with one of the largest financial advice firms and get fantastic training opportunities.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2499577
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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