Our client is one of Australia's largest privately-owned and operated financial services firms, managing over $6 billion in funds under management nationally. With a multi-office footprint across NSW and QLD, including a well-established Canberra presence, the firm has built its reputation on a boutique, non-platform advice model — delivering direct, tailored portfolios.
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The Opportunity
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The firm is seeking a highly capable, client-focused Associate Financial Adviser to join their Canberra office. You will be part of a well-resourced, team-oriented environment providing bespoke financial advice to HNW clients, high-earning professionals, and family groups.
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In a firm with multiple award-winning Advisers, this is an unparalleled learning and career acceleration opportunity.
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You will support a book of the existing clients, and be with work closely with in-house asset management, SMSF, and Insurance Specialists.
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The Role
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- Understanding clients' immediate needs,
long term objectives and level of comfort with risk
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- Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
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- Provide quality and trusted financial advice
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- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
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- Ensuring accuracy and compliance of client files and advice documentation
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- Assist providing guidance and technical direction to paraplanners and implementation staff
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About You
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- Working towards ASIC-aligned qualifications
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- 1 to 3 years of experience in an Associate Adviser or similar position
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- Excellent Stakeholder Management ability
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- Robust, effective spoken and written communication
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- Confident presence with HNW, and high-earning professional clients
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