Our client is a leading Australian funds management business. With a robust national presence and a reputation for investment excellence, they continue to grow their adviser network and distribution capabilities across Australia.

The Role:

As a Business Development Associate, you'll work closely with the national distribution team and play a key role in helping advisers access resources, coordinating meetings and events, maintaining CRM records, and ensuring the team operates efficiently.

This is a highly varied position combining relationship management, event coordination, client engagement, administration and business development support.

Key Responsibilities

- Build and maintain strong relationships with financial advisers
- Coordinate adviser meetings and manage team diaries
- Prepare presentations, briefing packs and client communications
- Assist with platform reporting and data analysis
- Support Business Development Managers with key account activities

This opportunity would suit someone early in their career who enjoys building relationships, thrives in a fast-paced environment and is looking to establish themselves within financial services.

Ideal Skills & Experience





- 2 years' experience in an office, client service or administration role
- Strong written and verbal communication skills
- Excellent organisational and time management abilities
- Confidence speaking with clients and stakeholders
- Intermediate to advanced Microsoft Office skills
- RG146 is ideal

You'll be joining a collaborative and supportive team where initiative is valued and development is encouraged. This is an environment where you'll gain exposure to senior stakeholders, learn from experienced professionals and develop a strong understanding of the financial advice and investment industry.

Benefits

- Exposure to a leading investment management business
- Career progression within financial services
- Variety across administration, events, client service and business development
- Work alongside experienced industry professionals
- National team environment with ongoing learning opportunities

How to Apply

If you're looking to build a long-term career in financial services and enjoy working with people, we'd love to hear from you.

📌 Business Development Associate (Sydney)
🏢 Keegan Adams Recruitment
📍 Sydney