An exciting opportunity exists to join our award-winning team of nearly 40. Ranked in the Top 25 organisations under 100 employees in the WRK+ Best Places to Work in Australia 2021 list, we take culture seriously. We’ve also been awarded Best Professional Practice in Australia by the Financial Planning Association, not once, but twice.
Our purpose is to help our clients and team explore what’s possible and achieve bigger futures. Our values, 'Think, Do, Live, Play' are our code of conduct and define our culture and who we are as people today.
For more details see our website: https://capital-partners.com.au/careers/
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.