Living the Capital Partners culture.

The position of Associate is primarily responsible for supporting the advice team in delivering client centric advice, preparing meeting documentation, sourcing accurate data and maintaining records whilst working cohesively in the Associate support team to ensure the client deliverables are met.

Key Functions of the Role

  • Maintain appropriate standards in relation to compliance with the law, ASIC and Austrac requirements,
    and maintain appropriate records;
  • Develop, mentor and grow the capabilities of other team members;
  • Continual development of leadership and technical capabilities; and internal processes and procedures;
  • Collate, prepare and review all client strategies and meeting documentation, ensuring accuracy and compliance is strictly adhered to;
  • Prepare meeting documentation in line with the 60-day review process, prepare reports utilising Morningstar and the Returns Program in support of the recommendations we make to our clients;
  • Develop a high degree of technical knowledge that assists in preparing and reviewing client strategies;
  • Have a detailed understanding of the financial planning industry and relevant legislative requirements.

Read the full position description.