Barclay Pearce Capital Asset Management, Work Type Flexible Role Type Advisor Employment Type Full Time About the business Holistic wealth manager with footprints in Australia and London.
Corporate deals, advice, on-platform portfolios in SMA format.
Unlocking wealth through listings, finding appropriate places to put it to preserve capital.
About the role Chasing curious, compliance minded advisers to move into the Wealth Management division I'm heading up at Barclay Pearce.
Corporate and servicing clients into performing SMA strategies.
Perks and benefits Small team, create your own path, well backed broker with flexible work arrangements.
Skills and experience Preferably suits someone feeling constrained at a big place and doesn't need a lot of levels to do their job.
Experience can be minimal and someone with 1-2 years would work well.
RG146 obviously and anything extra is a bonus.
Phone skills, communication skills, pipeline organisation skills, Hubspot skills.
Any knowledge of corporate actions and deal origination would help greatly.