The Associate Adviser role at Intralink is to support advisers in managing client relationships, ensuring clients receive personalized, proactive advice, and all actions are executed promptly.
Key Responsibilities:
Existing Clients: Schedule meetings, prepare agendas, collect relevant data, attend meetings, and ensure all actions and follow-ups are completed.New Clients: Attend meetings, assist in preparing strategies, handle compliance, and oversee the implementation of plans. Mission Statement:
At Intralink, we strive to make a positive impact on our people, clients, and the community, focusing on more than just financial outcomes.
The Associate Adviser position offers numerous benefits that make it an attractive opportunity for candidates looking to grow in the financial advisory industry. Here's a focus on the key advantages for applicants.
Key Benefits for the Applicant:
Work-Life Balance: Enjoy flexible working arrangements that help you balance personal and professional responsibilities.
Career Development: Access clear career pathways, including the potential to become an Adviser. You'll receive educational support, professional year assistance, and continuous learning opportunities.
Professional Growth: Participate in industry conferences and events to expand your knowledge and network. Extensive in-house training covers investments, tax strategies, asset protection, and more.
Social & Inclusive Culture:
Regular team-building activities, such as bi-monthly morning teas, 'lunch & learn' sessions, and social events like Casual Fridays and Friday afternoon drinks.An annual "Intralink Day" to celebrate and recognize your contributions to the team.Engagement with High-Profile Clients: Work directly with UHNW (Ultra High Net Worth) family groups, business owners, and executives, providing an opportunity to build experience with complex financial structures and strategies.
Comprehensive Skill Development:
Learn the technical aspects of advising, including wealth creation, tax minimization, superannuation (especially SMSF specialization), and debt management.Gain expertise in advanced asset protection strategies beyond basic money management and investments.Develop essential soft skills to engage with clients effectively.Collaborative Environment: You'll be working in a vibrant and supportive team where your contributions are valued. Direct engagement with advisers, investment teams, clients, and stakeholders ensures hands-on experience in the advisory process.
This role provides a well-rounded environment for professional growth, practical learning, and personal satisfaction while advancing your career in financial services.
