Servicing Associate/ Financial Advisory Assistant

Job Description

Job Advert: Servicing Associate / Financial Adviser Assistant Join 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 is 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. Key Responsibilities: 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 maximizing value-adding work. Qualifications and Experience: 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. Benefits: 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 Who We’re Looking For: 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. If you’re ready to take the next step in your financial services career and join a forward-thinking company, apply today! #J-18808-Ljbffr