Experienced Associate Adviser/Paraplanner/Adviser in training - XY Adviser

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Experienced Associate Adviser/Paraplanner/Adviser in training

Capital Partners

Full-time Part-time

The business

The role

We are looking for a positive, organised, and friendly Associate Adviser (AA) with a growth mindset, who is eager to support our clients and develop long-lasting relationships. We would also welcome an Experienced paraplanner who loves the technical details and is keen to support our clients behind the scenes.

Maintaining the highest standard of technical expertise and working closely with our Wealth Advisers, the AA is responsible for ensuring our clients’ affairs are proactively planned and managed to optimise their financial position. Our Associate Advisers work closely with select Wealth Advisers and are able to gain excellent knowledge of each client’s financial affairs and collaborate with clients and their other professional advisers to create value. Our ideal candidate will have the confidence and experience to do the same.

The perks

A career with Capital Partners is more than just a job or a role; it is about your strengths and therefore where you can add value. We’re passionate about our people and we strive to create an environment that fosters growth and creates bigger futures. There’s a reason our team stays with us for the long haul.

- Learn from some of the industry’s best: Opportunity to work closely with your own experienced financial advisers
- Choose your own office and hours: Flexible working arrangements
- We take culture seriously: Regular social events and team activities
- Your personal development and growth is nurtured: Company sponsored formal study, industry conferences and professional memberships, including up to $15,000 in formal study contributions
- Be rewarded for doing the right thing: Rewards and recognition program
- Access to personal financial advice: Opportunity to seek advice on your personal circumstances from our team of financial advisers.

Skills and experience

We are looking for someone who has completed their Grad Dip and professional year, and been in an Associate role for at least 4 years.

They must:
- Take pride in being organised and on top of things;
- Love collaborating and being part of a team;
- Love learning and growing;
- Be committed to developing others;
- Be Curious and enjoys problem solving; and
- Be driven by a desire to be useful to our clients and delivering value.