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Associate Adviser - Broking
Fitzgerald Jenkins RecruitmentSydney, NSW, AU20 days ago
Job descriptionProvide holistic, strategic, and investment advice to a select group of clients . Shape and refine processes to ensure all advice meets industry regulations and compliance frameworks . Build and maintain strong relationships with our referral partners working closely with them to ensure the effective and efficient implementation of your advice where appropriate. Contribute to business development through proactively managing leads and building professional referral relationship s. A competitive salary, including excellent performance-based bonuses. A friendly, open-minded team environment. Commitment to ongoing professional development and training. Regular team building and social events. The opportunity to make a difference in a informal, vibrant work environment focused on relationships and success. You have 2+ years of experience providing financial advice in Australia, with an established book of clients . Your deep knowledge of investment strategies and strategic financial planning makes you a trusted adviser and leader in the field. You are FASEA compliant. A proven ability to build and nurture deep client relationships with an ethical, client-first approach . You have an excellent work ethic and a passion for compliance and delivering top-tier service.
Banking & Finance Stock Broking Sydney Permanent / Full Time
- Well-known national Broking brand
- Utilise your existing clients + opportunity to build your book
- Supportive, friendly & informal culture
Our client, a well-known national broking firm, is looking for an Associate Adviser in the Sydney CBD.
As the business continues to expand, this is an exciting opportunity for an Associate Adviser to make a lasting impact.
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Associate Adviser • Sydney, NSW, AU
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