Open positions.

As we continue to grow and evolve, we are seeking a highly skilled and motivated Microsoft O365 Expert to join our team. If you are passionate about leveraging technology to drive business success, thrive in a collaborative environment, and have deep expertise in Microsoft Dynamics and O365 products, we want to hear from you.

As we grow, we are continually leveraging technological innovation to drive efficiency and excellence in our business operations and are seeking a talented and detail-oriented Technology Systems Analyst to join our dynamic team. As the Technology Systems Analyst you will work in conjunction with the Head of Operations to achieve the company’s short and long-term technology goals, design the technology ecosystem and collaborate with cross-functional teams to identify opportunities to utilise technology to drive efficiency.

The position of Corporate Receptionist is primarily responsible for ensuring that all clients and guests have an exceptional experience every time they contact Capital Partners. In addition, they will provide high level administrative support to the broader team. Our ideal candidate is someone who loves interacting with clients and is willing to pitch in wherever is needed in the business.

The Client Service Associate (CSA) is responsible for providing exceptional (and enviable) service, going above and beyond for their clients, being their point of call for all meetings, transactions and queries. CSAs are the backbone of the business and are responsible for fostering amazing rapport with our clients. They ensure the efficient running of the advice team through providing administrative support that enables the team to deliver superior client outcomes.

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.

The Associate is primarily responsible for supporting the advice team. They work closely with the Associate Advisers and Client Service Associates to prepare documentation, source accurate data and maintain records to ensure we consistently deliver positive client outcomes. They do not have responsibilities for an allocated client base but you may be aligned to a team in some circumstances.