Financial (Investment) Adviser, Senior Associate

About the Business

Premier multi office boutique providing investment advice to high net worth families and individuals. The exclusive services, personalised approach and consistent performance means they are now one of Australia’s most trusted and best regarded Private Wealth Advisors.

The firm has a large team of Senior Advice specialists with a pathway to Partner for ambitious dedicated professionals with a passion for advice and willingness to learn.

The Role

The primary focus of the role is to support the Senior Adviser/s with the day to day management of existing and new clients. You will attend client meetings and assist in the preparation and delivery of presentations (SOA/ROA/Portfolio), provide a high level of service to client enquiries and correspondence, maintain accurate records, and demonstrate a proactive approach to supporting the advice team.

The position will involve extensive training, mentoring and personal development leading to a steady transition over time to an Adviser role, and onwards.

The Person

• Degree qualified in relevant discipline
• Post grad qualifications & FASEA compliant highly regarded
• 3 years’ experience in an investment or financial advice firm
• Portfolio management or direct equities experience
• Direct client advice contact preferred

Sound understanding and working knowledge of current regulatory and compliance frameworks.

Passion for investing, financial advice, ambition to achieve, self driven, strong client orientation and ethics, dedication for continued learning and development, and a good sense of humour will be expected.

The Benefits

The successful applicant will be trained and mentored by a highly experienced Investment specialists into one of Australia’s premier private client investment firms. Ideally leading to a long term association and senior role within the business.

You will enjoy a highly professional atmosphere and culture dedicated to serving clients whilst developing your trade craft. You will enjoy regular direct access to management and senior directors/advisers in the business.

The Rewards

The successful applicant will be offered a competitive salary with benefits commensurate with skills and experience. Future remuneration will involve direct correlation and upside linked to client relationships and business performance.

Many of the Advisers in the business started as Associates in their respective careers, and are ultimately offered equity in the business after a successful establishment period.

To Apply

Please forward your CV in confidence for review. Successful applicants will receive a full briefing on the business, management, and further details on the role.

Only applicants in Australia will be considered.

UK and South African Advisers – please email us to discuss pathways.