Associate Adviser, Randstad

Associate Adviser

Randstad

Location:
Australia, North Sydney

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

This highly regarded and well established self-employed advice firm has been known for providing outstanding holistic financial advice to a wide range of clients. Due to ongoing growth, they are looking for an Associate Adviser to join their team. The role involves working with financial advisers to deliver complex advice strategies, manage a client portfolio, and onboard new clients. This is an exciting opportunity to grow and potentially become a Financial Adviser.

Job Responsibility:

Onboarding new clients
Preparing advice documents
Managing a client portfolio
Sitting in on meetings with senior advisers to deliver the advice

Requirements:

Minimum of 3 years experience working in financial planning, as a Paraplanner or Associate Adviser
Understanding of complex investment advice
Exposure to HNW and wholesale advice highly regarded (however not essential)
Relevant degree

Nice to have:

Exposure to HNW and wholesale advice

What we offer:

Attractive salary package
Career development opportunities - Professional Year on offer down the track
Hybrid work available
Great culture

Additional Information:

Job Posted:
June 03, 2025

Expiration:
June 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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