Associate Adviser - Pathway to PY
Core
Assisting Senior Advisers in building relationships with HNW clients and implementing client strategies and portfolio recommendations.
Role type
Associate Adviser (Financial Planning)
Builds
Client strategies and portfolio recommendations
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning concepts, Financial planning software, Financial planning legislation and regulations, Client correspondence, Research and documentation preparation
Preferred skills
None stated
Responsibilities
Assisting Senior Advisers in implementing client strategies and portfolio recommendations, Serving as first point of contact for clients, Producing standard and tailored client correspondence, Preparing research and required documentation for client meetings, Assisting Advisers with implementing client compliance requirements