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
See job description for details
Are you an Associate Adviser wanting to progress you career in an established Private Wealth firm? Apply Now! Your new company
This is a boutique financial advice firm that provides sophisticated, holistic advice to their diverse client base. The organisation is made up of a team of experienced Financial Advisers and a solid support team. They are looking for an Associate Adviser to join their team and work closely with the Advisers.

Your new role
As the Associate Adviser your responsibilities would include:
  • Working closely with the Senior Financial Advisers to provide financial advice to both new and existing clients.
  • Support your own clients and build these relationships
  • Managing the implementation process of the advice documents
  • Using XPLAN and assisting the advisers with financial modelling
  • Liaising with both internal and external stakeholders and offering exceptional client service
What you'll need to succeed
  • A desire to progress your career within financial planning
  • Experience within the financial planning industry
  • A relevant degree and the Advanced diploma of financial planning
  • Experience using XPLAN is advantageous
  • A strong attention to detail, an eagerness to learn and strong communication skills
What you'll get in return
This is a fantastic opportunity for someone looking to progress within the Financial Planning industry. You will get in depth training, learn from experienced advisers and be given the tools and resources to help you succeed.

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 #2559999
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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