10 Sep
|
Boutique Advisers
|
Subiaco
10 Sep
Boutique Advisers
Subiaco
The best financial advice isn't just about wealth. It's about giving people clarity, confidence and freedom to live life on their terms.
At Boutique Advisers, we sit across the table from people during some of life's biggest moments.
Retirement. Business sales. Inheritances. Family transitions. Big decisions that affect not only our clients, but often the generations that follow them.
The work we do matters, and that's one of the reasons our team chooses to stay. We're a genuinely independent financial planning practice based in Subiaco, and we've built a reputation for delivering thoughtful advice, meaningful relationships and exceptional client outcomes. We're proud to have been twice recognised as FAAA Professional Practice of the Year and named among Australia's Best Places to Work, but we're even prouder of the culture we've built along the way.
We're now looking for an experienced Senior Associate Adviser to join our growing advice team.
Why people choose Boutique
When new team members join Boutique, they're often surprised by two things.
The first is how much trust and collaboration exists across the business. We work as one team. We share knowledge, celebrate wins together and genuinely enjoy each other's company.
The second is the opportunity to grow.
We've invested heavily in building clear career pathways, mentoring and professional development because we believe great people deserve great opportunities. Whether your ambition is to deepen your technical expertise, become an Adviser, progress into leadership or ultimately help shape the future of the business, we'll support you every step of the way.
We believe work should be meaningful, but we also believe you should enjoy the journey.
That's why we offer:
- Five weeks annual leave
- Your birthday off every year
- Two paid volunteering days
- Significant education and study support
- Regular social events and celebrations
- Flexible, supportive leadership
- A team culture built on genuine relationships and shared values
- Transparent opportunities for career progression and development
Most importantly, you'll be joining a team that cares deeply about each other, our clients and the work we do.
The opportunity
You'll work alongside our Senior Advisers, supporting the delivery of high-quality financial advice to a diverse range of clients.
This isn't a role where you'll simply sit behind the scenes.
You'll be actively involved in client relationships, strategy development and advice delivery, progressively taking on greater responsibility as you continue to develop your skills and experience. You'll work with clients across a range of structures, including trusts, companies and SMSFs, and gain exposure to more sophisticated advice opportunities, including wholesale clients and complex entities.
Your responsibilities will include:
- Helping clients make confident decisions about their wealth today, while creating opportunities and security for future generations.
- Supporting Senior Advisers in preparing and delivering strategic advice
- Working with complex client structures including trusts, companies and SMSFs
- Supporting wholesale client relationships
- Building strong and lasting client relationships
- Collaborating with accountants, solicitors and other professional advisers
- Maintaining compliant and accurate client records
- Contributing to an exceptional client experience from start to finish
About you
We're less interested in finding the perfect résumé and more interested in finding the right person.
You'll likely be an experienced Associate Adviser or Adviser who enjoys building relationships, takes pride in delivering great outcomes and wants to continue learning and growing within a supportive environment.
You'll bring:
- Current ASIC Authorised Representative status
- Experience in a financial advice role
- Strong technical knowledge across client structures, including trusts, companies and SMSFs
- Experience with, or understanding of, wholesale clients
- Relevant industry qualifications
- Excellent communication and relationship-building skills
- A collaborative and team-oriented mindset
- Strong attention to detail, compliance history and commitment to quality advice
The next chapter
If you're looking for a role where you'll be supported, challenged and genuinely valued, we'd love to hear from you.
Because at Boutique, we're not just building great careers.
We're building a business our people are proud to belong to.
Apply now with your resume and a short cover letter telling us a little about yourself and what attracted you to Boutique.
📌 Senior Associate Adviser (Subiaco)
🏢 Boutique Advisers
📍 Subiaco