Our clients are a leading boutique wealth management firm based in Adelaide CBD that have been providing advice for over 25 years.
They are currently experiencing growth at the moment and looking for an Associate Adviser to join their team.
This position is a Professional Year role and you will work alongside the Director.The goal is for you to get mentorship so you can start looking after your own book of clients when you finish your PY.
There is no expectation for you to hunt clients as clients will be referred to you.They have a unique model where they are a high touch, low volume business with a heap of support, so your time will be spent focusing on strategy and overseeing workflow.We have a second position, open to a Career CSM if you aren't looking to progress down the adviser pathway.RoleJoin meetings with the Director to meet with new clients to provide strategic and quality adviceOvertime,



manage your own book of clients and progress to being a financial adviserConduct research and analysis across superannuation, investments, insurance and retirement planningProvide quality advice for clients on complex decisions they need to make regarding their wealthAccurately assess client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needsExperience3+ years' experience in financial planningCompleted a relevant degree or qualification that meets FASEA requirementsEager to progress into your Professional YearExcellent communication and interpersonal skillsAbility to work collaboratively in a team environmentImmediately start your Skilled YearClear pathway to become a financial adviser – career progression and guidance from experienced advisorsGreat Adelaide CBD location – parking availableBe trained by high‐performing financial advisers
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📌 Associate Adviser - Professional Year (Adelaide)
🏢 CANDOR Recruitment
📍 Adelaide