We're a top-performing business with exceptional advisors who thrive in an environment where they feel empowered to shape outcomes. Our 'Goldilocks' model ensures every employee has a tangible impact. We deliver advice that makes a difference and offer a challenging role with broad exposure to financial planning.
Your Day
* Attend and contribute to client meetings, sharing your expertise and building strong relationships.
* Co-lead client relationships with a Senior Advisor, working collaboratively to achieve goals.
* Support Partners and Senior Advisors to develop tailored advice strategies, leveraging your skills and experience.
* Conduct investment research, analysis, and portfolio management, applying your knowledge to drive results.
* Develop complex financial strategies across wealth accumulation, restructuring, estate planning, and more, delivering value to our clients.
* Assist with review documents and implement recommendations, ensuring seamless execution.
* Handle client queries and collaborate with other professionals, providing exceptional service and support.
What Sets Us Apart
* A clear career pathway to becoming an advisor, with opportunities for growth and development.
* Full support through your Professional Year, helping you navigate challenges and succeed.
* A collaborative, advice-first culture that values your input and expertise.
* Work with UHNW family office groups, business owners, executives, and institutional investors, tackling complex projects and making a meaningful impact.
* Extensive in-house training in investments, tax, complex structures, asset protection, and soft skills, empowering you to succeed in your role.
* Holistic advice including wealth creation, tax minimisation, superannuation, debt management, and asset protection strategies, delivering comprehensive solutions for our clients.