Private Wealth Adviser (Batemans Bay)

Private Wealth Adviser (Batemans Bay)

Apply on Kit Job: kitjobau.com/job/2vb89g

Position Description – Private Wealth Adviser

Position Title: Private Wealth Adviser

Location: Batemans Bay, NSW (On-site)

Employment Type: Full-time

About Us:

Capital Haus is a leader in private wealth management and financial advisory, renowned for our unwavering commitment to client success and sustainable growth. We pride ourselves on delivering exceptional client service and robust financial solutions, and we are looking for an experienced financial advice professional to support our dynamic team as we continue to grow both in Australia and globally.

Position Purpose

Based in Batemans Bay on the NSW South Coast, the Private Wealth Adviser will support the Senior Private Wealth Adviser who is also the Founder of the Batemans Bay office in providing tailored financial advice and exceptional client service. This role focuses on maintaining and growing long-term client relationships through a comprehensive understanding of client goals, financial strategies and compliance standards. You will play a vital role in client engagement, advice preparation, and implementation while supporting the continued growth and success of the Batemans Bay office. Your time will be focused on helping service the large existing book and building your own client book.

Key Responsibilities

• Support the Senior Private Wealth Adviser in managing a large portfolio of clients across retirement planning, superannuation, SMSF and investment advice.

• Conduct discovery meetings, gather client information, and assist in developing tailored financial strategies, with dedicated support staff to assist you with the back-end.





• Prepare high-quality Statement of Advice (SOA) documents as well as Record of Advice (ROA).

• Maintain accurate and compliant client records in line with internal and regulatory requirements.

• Coordinate with paraplanners, support staff, internal staff from other offices and external partners to ensure smooth client outcomes.

• Attend and assist in client meetings, reviews, and follow-up actions.

• Contribute to business development initiatives and client retention strategies.

• Stay up to date with financial markets, legislative changes and industry trends.

• Act as a key representative of Capital Haus in the Batemans Bay community, fostering trust and brand reputation.

Key Skills and Attributes

· Strong organisational and time management skills.

· Excellent communication skills with a confident and qualified manner.

· High attention to detail and accuracy with strong analytical and problem-solving ability.

· Positive, proactive attitude with a willingness to learn.

· Self-motivated with the ability to manage competing priorities and work in a fast-paced environment.

· Ability to work independently but also a proven ability to work collaboratively in a small, close-knit team.

· Proficient in Microsoft Office suite (Word, Excel,



Outlook).

· Strong interpersonal and relationship management skills.

· High level of financial literacy and technical competence, specifically retirement planning, SMSF and investment advice.

· Strong understanding of compliance and ethical obligations within financial advice.

Qualifications and Experience

· Bachelor’s Degree in Financial Planning, Commerce, or a related discipline.

· Completion of FASEA and professional year requirements.

· Minimum 2 years’ experience as a Financial Adviser or an experienced Associate Adviser looking to take the next step.

· RG146 compliant with demonstrated technical knowledge, ADFP or CFP preferred.

· Strong understanding of SMSF structure with formal qualifications desirable.

· Previous experience with Openmarkets highly desired.

· Proficiency in financial planning software (Xplan desired) and Microsoft Office suite.

What We Offer

· Rewarding work environment and excellent team culture with a long-standing office in Batemans Bay.

· Ability to support and grow your skill set under an industry leading Senior Adviser with a strong reputation in the financial advice market.

· Consistent company events and team building sessions.

· Opportunities for professional growth within the financial planning and private wealth sector as well as strong educational support provided.

· Competitive salary and benefits package.

· Career progression with diverse career pathways as well as access to a variety of programs and initiatives to support your career.

Apply on Kit Job: kitjobau.com/job/2vb89g

📌 Private Wealth Adviser (Batemans Bay)
🏢 Capital Haus Group
📍 Batemans Bay