Associate Financial Adviser

Profusion Group

Join the Sydney team where you will provide on-going client service and high quality support to Financial Advisers. Pathway & support to Adviser role.

  • $90K Base+ Super + Bonus
  • Sydney CBD Location
  • Must have strong understanding of investments
Client Overview

An industry leading national private client business looking to expand their Sydney based advice team.

Role Overview

Join the growing team in the Sydney office.
  • Attend and participate in client meetings to support the Financial Advisers
  • Arrange & coordinate documentation in advance for client meetings
  • Oversee the preparation of client annual review's and client new business onboarding
  • Monitor client accounts & team dashboards & maintain client records
  • Oversee implementation of advice recommendations
  • Have the confidence and aptitude to constructively challenge and articulate alternative points of view with Partner / Associate Partner / Senior Adviser
Skills & Experience 
  • Minimum 2-3 years' experience in an Associate Adviser or related financial services role
  • FASEA Approved Degree or FASEA Approved pathway
  • Completed professional year or working towards
  • Completed FASEA CPD training & development
What's On Offer?

This is a rare opportunity with a highly respected private wealth organisation to take on an AFA role that has excellent career progression as well as a positive work life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth. 
  • Proven track record in promoting Associate Financial Adviser's into Senior Adviser roles
  • We provide a pathway, support and training to enable your advancement to a senior role
If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now to Aaron Davies for an immediate review of your resume