Join a boutique advice practice who specialises in investment and strategic advice. This business is experiencing strong growth and is looking to hire a new Associate Adviser / Adviser with the view of them taking on new clients over the next 12 months, acting initially as a support before taking the reins on managing their own client base.
Role Overview
The incoming Associate Adviser will:
- Support advisers across all client work.
- Sit in on client meetings, manage implementation, and contribute to SOA/ROA preparation.
- Prepare presentation packs and support ongoing portfolio reviews and updates.
- In the second year, begin to take ownership of client relationships and grow a personal client book.
- Have completed (or be close to completing) their Professional Year
- Show strong interest and capability in equities and investment strategy.
- Be confident, communicative, and comfortable with managing complex clients.
- Be self-motivated, growth-oriented, and excited to be part of a tight-knit team.
- Collaborative workplace that values work-life balance.
- A unique level of exposure across portfolio construction, model management, and investment conversations.
- Strong flexibility, open communication, and supportive succession planning from senior advisers.
- Attractive salary package.
- The opportunity to build a personal client book with support.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
