About the role
Join a highly respected, long‐established wealth management firm as an Associate Adviser, supporting a senior adviser with client work, research, portfolio implementation and day‐to‐day advice tasks. You'll assist with managing communications, assisting with sophisticated portfolios and contributing to high‐value client relationships within a collaborative team.
* Support advisers with client management and portfolio work
* Draft client emails and reports on adviser's behalf
* Conduct research for new MDAs and investment opportunities
* Manage implementation across direct bonds, listed investments and managed funds
* Maintain CRM data and prepare quarterly, biannual or annual client reporting
* Collaborate with advisers and support staff across research and workflow
* Build strong relationships with wholesale and HNW clients
Skills & Experience
* Experience with HNW, wholesale or sophisticated clients
* Strong technical understanding of investments and portfolio admin
* Previous experience in financial planning or wealth management
* Relevant financial planning qualification (or working toward)
* Excellent communication and relationship building skills
Benefits
* Market aligned salary based on experience
* Pathway to adviser role over time (PY available in 2 - 3 years)
* Nine day fortnight
* Professional, supportive environment with hands‐on mentoring
* Potential for additional bonuses with equity opportunities
About the company / Culture
This is a boutique wealth management firm with a 35‐year history and a strong investment focus. With around a dozen experienced staff, the team prides itself on hands‐on portfolio management, their own investment research and excellent service to HNW clients.
People enjoy working here because the culture is respectful, team‐oriented and deeply collaborative. Staff share ideas, support each other inside and outside office hours, and value a professional environment where everyone is invested in producing high‐quality work.
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to .
Please note only shortlisted candidates will be contacted.
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