Sinclair Wilson

About this role: We're seeking an Associate Adviser to support our Wealth Management team with technical and client relationship management. The successful candidate will have experience in the financial advice industry, strong interpersonal skills, and a high level of organisational skills.
Key responsibilities: Coordinate, prepare, and follow-up on client meetings.Perform research and analysis on financial product options.Assist advisors in strategy development and implementation.Support and assist staff.About you: Our ideal candidate will have strong communication skills, a high level of organisational skills, and attention to detail. Experience in the Finance or Financial Planning industry is preferred. We offer training and the opportunity to extend formal studies via our Learning & Development Program.
How to proceed: We're looking for a candidate who can communicate well with team members and clients. If you have relevant experience, please submit a cover letter and your resume to be considered for this role.