This role is ideal for an experienced adviser who thrives in a relationship-driven environment and is passionate about delivering high-quality, goals-based investment advice. You will work closely with clients to design, implement, and manage tailored investment strategies aligned to their long-term objectives.
You will be supported by an experienced investment and operations team, allowing you to focus on advice, portfolio strategy, and business development.
Key Responsibilities
* Provide compliant, high-quality investment advice across diversified portfolios
* Construct and manage investment portfolios including equities, fixed income, managed funds, ETFs, and alternative assets
* Conduct portfolio reviews and proactively adjust strategies in response to market conditions and client needs
Key Requirements
* CFP, CFA, or progress towards professional qualifications highly regarded
* 3+ years' experience providing investment or wealth management advice
* Strong understanding of portfolio construction and asset allocation principles
For more information or a confidential discussion, please contact Jason - joflaherty@andersenpartnership.com
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