Job details
| Location: | Chatswood |
| Salary: | $75000 - $90000 per annum, Benefits: + performance bonuses |
| Job Type: | Permanent |
| Discipline: | |
| Reference: | V-123697 |
| Posted: | 6 days ago |
Job description
Job Advert: Servicing Associate / Financial Adviser AssistantJoin a Growing, Dynamic Wealth Advisory Team
Location: Chatswood Hybrid (2 days in office, 3 days WFH)
The business
- A progressive and modern Wealth & Accounting practice
- 5 partner firm with 34 staff in total. The wealth team has 24 staff onshore & 12 offshore
- Culture - autonomous environment, 3 days work from home plus flexible working arrangement, casual attire, friendly, professional, hands-off approach, with supportive mentors.
- 37.5 hours a week, 8:30am-5pm office hours but flexibility around start and finish times.
- Training- technical, soft skills & advisory training, professional year support
- Clear progression pathway with development plan
- Work across four advisers in diverse roles, with the offshore team handling the administrative tasks, allowing for a focus on more impactful and engaging work
About the role
The firm are looking for a dedicated and client-focused Servicing Associate to support a growing team of financial advisers. If you’re an experienced Adviser assistant with strong organisational skills and a passion for wealth management, this is your opportunity to gain hands-on experience in a young environment that values growth, flexibility, and professional development.
Key Attributes:
- A positive team member who is coachable.
- Ability to adapt to and has the desire to work with technology.
- Constantly looking to improve processes and create efficiencies.
- Strategy-driven mindset for creating great client outcomes.
- Excellent written and verbal communication skills.
- Confidence and initiative.
- Highly productive, gets things done, and is process-driven.
- Pre-meeting preparation: Liaising with clients prior to meetings, updating information and relevant strategies, completing investment advice documents, and working with the lead adviser to prepare for new and existing business.
- Meetings: File noting lead adviser/client discussions and presenting proposals or advice.
- Meeting implementation: Managing tasks efficiently following meetings, making portfolio changes on platforms, and updating relevant systems.
- Customer service: Building trusted relationships with clients, managing workflows and tasks for day-to-day queries, and responding within 24 hours to all client inquiries.
- Projects: Participating in action teams that influence the strategic direction of the business.
- Working alongside an extensive back-office support team to handle administrative tasks, allowing this role to focus on client-facing responsibilities and maximising value-adding work.
- Bachelor’s Degree in a related field.
- 1+ years of experience in the financial services sector.
- Client engagement experience in prior roles.
- Strong system skills, including Microsoft Office and CRM platforms.
- A flexible work environment (2 days in office, 3 days WFH).
- Extra benefits including birthday leave
- 5 weeks annual leave
- Financial and study support, including assistance with your professional year.
- Regular social events, annual anniversary gifts, and retention bonuses.
- A supportive, young, and dynamic environment in a business experiencing 15-20% growth year-on-year.
- A future-focused company
- Bonuses based on performance
- A strong communicator who enjoys working with clients and advisers.
- Someone who thrives in a team environment and can manage multiple priorities.
- A detail-oriented individual who ensures tasks are completed efficiently and accurately.
- Someone with a growth mindset and ambition to progress into a Financial Adviser role.