ViewJobs
Listed 5 days ago

Associate Adviser - Pathway to PY

Vivere Recruitment Group

Account & Relationship Management
Location
Sydney, NSW
Type
Full-time

About the role

09th November, 2026

You will be a key player in assisting Senior Advisers, in helping them continue to build their relationships with a range of HNW clients.

Duties and Responsibilities

  • Assistance to Senior Advisers in implementing client strategies and portfolio recommendations.
  • First point of contact for clients. 
  • Producing standard and tailored client correspondence.
  • Preparation of research and required documentation for client meetings.
  • Assistance to the Advisers with implementing client compliance requirements.
Skills & Experience
  • Exceptional written and verbal communication skills
  • Excellent knowledge of the financial planning industry
  • Experience with financial planning software
  • Broad knowledge of financial planning concepts, legislation and regulations
  • 3-4 years previous experience
If this sounds like you, please apply via the link below or for a confidential discussion!

Apply

via clientapps.jobadder.com

Similar jobs

  • 2 weeks ago

    Financial Adviser - Sydney

    Vivere Recruitment Group

    30th October, 2026 Our client is a growing financial planning firm looking for an experienced Adviser to join their continuously growing team. In this role, you will be a key player in the delivery of high-quality adv…

    Sydney, NSW
    Full-time
    Listed 2 weeks ago
    Financial Planning
    Apply
  • 4 weeks ago

    Associate

    HAYS

    Become a trusted right-hand to a highly successful senior Adviser Your new company Join a leading global wealth management and asset management group with an established presence in the Australian private wealth marke…

    New South Wales
    Full-time
    Listed 4 weeks ago
    Financial Planning
    Apply
  • 11 days ago

    Associate Adviser

    Insignia Financial

    Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Hobart Location Shadforth Financial Group is one of Austra…

    Hobart and the South, TAS
    Full-time
    Listed 11 days ago
    Financial Planning
    Apply
  • 10 days ago

    Assistant Financial Adviser

    Recruit Shop

    Launch Your Career in Financial Advice Are you looking for a rewarding career where you can make a real difference in people's lives? We are looking for a motivated individual to join our client's team in Shepparton. …

    Shepparton, VIC
    Full-time
    Listed 10 days ago
    Financial Planning
    Apply
  • 8 weeks ago

    Expression of Interest: Adviser Assistant / Wealth Management Associate

    Waratah Recruitment Partners

    This Leading Wealth Management firm is seeking a driven and motivated Adviser Assistant to join their growing business. This role is an excellent opportunity for the individual to further develop their capability and …

    Sydney, NSW
    Full-time
    Listed 8 weeks ago
    Recruiting & Staffing
    Apply
  • 8 days ago

    Client Services Manager

    Vivere Recruitment Group

    05th November, 2026 The Role Support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients. You will be a key player in assisting advisers in helping them continue to bui…

    Sydney, NSW
    Full-time
    Listed 8 days ago
    Client Services
    Apply