Associate Adviser

Worth With Us

Full-Time or Part-Time • Reporting to Wealth Advisers

The Associate Adviser is responsible for ensuring our clients’ affairs are proactively planned and managed to optimise their financial position. Associate Advisers are part of a Diamond team (i.e. 2 Wealth Advisers, 2 Associate Advisers and a Client Service Associate). They work closely with select Wealth Advisers to manage the advice delivery process from end to end, including client relationships, technical capability and delivery by the team. The Associate Adviser will have an excellent working knowledge of each client’s financial affairs to collaborate with clients and their professional advisers to create value.

Apply Now

Financial advisers discussing wealth planning at a private wealth management firm in Perth.

A CAREER WITH US

Position requirements

Being part of our team, and our greater community means that we come together to achieve more than what we could alone. We are a genuine team, with a focus on collaboration, growth, and support. We live our values, we push our abilities, and we don’t walk our paths alone.

Capital Partners wants to build and foster wisdom in our team through courageous curiosity, unique abilities, and creating a purposeful abundance for our people.

: Support the Wealth Advisers by maintaining a deep understanding of each client’s circumstances, being aware of any changes to their financial affairs, and undertaking the primary servicing responsibility across a full client allocation (i.e. 60-80 clients);

Build trust and long-term relationships with clients;

Manage new client onboarding processes and attend discovery meetings;

Prepare all documentation for, and participate in dry-runs and client meetings with minimal guidance;

Lead substantial agenda items of a client meeting and manage tasks pre and post meeting;

Respond to client queries, acting as their secondary point of contact, with support from the Wealth Adviser where appropriate or required;

Formulate and review client strategies in collaboration with the Wealth Adviser;

Write, review and prepare complex SOA’s, cash flow and financial modelling;

Review documents such as financial accounts, legal document and estate plans;

Follow all internal processes and procedures to maintain the highest compliance standards;

Complete client file reviews and be responsible for actioning items and improving processes;

Work with other professional advisers (e.g. lawyers, accountants) to ensure we deliver value to our clients when promised and to the standards expected;

Assist senior members in reporting, reviewing team performance, pricing and business development;

Manage communications between the Associate team and broader team through cascading messages and chairing effective Associate forums;

Develop the capabilities of the team by preparing and participating in training presentations and facilitating the upkeep of any shared technical training materials; and

Coach and mentor more junior team members through the mentoring program and providing ongoing feedback and on the job training.

: Demonstrate the ability to lead by example, specifically a commitment to consistency, technical expertise and accountability;

Intermediate to advanced skills in Microsoft Suite (Work, Excel, PowerPoint and Outlook);

Clear written and verbal communication skills, such that all communications and deliverables have minimal errors and do not require material rework;

Organised, with the ability to prioritise and manage conflicting deadlines;

Demonstrated commitment to quality, accuracy and attention to detail;

Ability to work in a dynamic environment and adapt to change;

A proactive and analytical approach to problem solving;

Familiarity with handling matters of a confidential and sensitive nature;

Comfortable to work autonomously with minimal supervision but collaborative where appropriate;

Possess a sense of self-awareness and able to effectively handover work or tasks; and

Ability to interact comfortably with clients, team members and other stakeholders in a confident, approachable and professional manner.

: Minimum 2-3 years’ experience in the financial services industry in a paraplanning role or as an Associate Adviser;

Completed additional studies required to meet FASEA requirements (e.g. Graduate Diploma in Financial Planning);

Their professional year (if required);

Advanced technical skills and knowledge of the industry, legal structures, tax and accounting principles; and

Intention to complete a CFP or other advanced qualification.

CAREERS AT CAPITAL PARTNERS

Career enquiries

We are always seeking motivated people looking to achieve their individual career goals on their pathway to true prosperity. Even if your ideal role isn’t listed, please still message us to start what could be a lifechanging conversation.

Click here to view our Privacy Policy