Our client is a leading Australian funds management business. With a strong 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 robust 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
Robust 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.

Perks
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 workplace 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 (Australia)
🏢 Keegan Adams Recruitment
📍 Australia