Description

Advance Your Career with Capital Partners: Become an Associate Adviser!

Are you eager to work with high-net-worth clientele, including some of the most influential and successful individuals in their fields? At Capital Partners, our Associate Advisers (AAs) are essential to the success of our clients and collaborate with principals and senior wealth advisers.

Picture yourself in a role where you build lasting relationships with our clients as part of an award-winning team. As an AA, you'll be pivotal in optimising the financial futures of our distinguished clients.

If you're ready to take your career to the next level and make a significant impact, this is the opportunity you've been waiting for!

WHO WE ARE AT CAPITAL PARTNERS:

Recognised Industry Leaders in Financial Planning: Capital Partners have been named the FAAA's Professional Practice of the Year for 2024. This is the third time we’ve received this honour (2017, 2019, 2024), and we remain the only financial practice in Australia to achieve it more than once!

Award-Winning Culture: Capital Partners has been ranked #3 in Best Places to Work in Australia in the WRK+ Program. We believe happy healthy clients can only be served by a happy, healthy team.

Commitment to Excellence: We hold an accreditation with The Centre for Fiduciary Excellence (CEFEX). This means, as a firm, we conform to all practices and criteria that comprise the Global Standard of Fiduciary Excellence. Capital Partners is the only CEFEX Certified Firm in Western Australia.

WHY YOU'LL THRIVE WITH US:

Engage in Diverse Client Relationships: Work with a wide range of high-net-worth clients, including business owners, executives/C-Suite, medical professionals, women in life transition, providing you with unique and challenging financial scenarios. Be part of the team and develop strong relationships with clients and their professional advisers, fostering trust and loyalty.
Learn from the Best: Work directly with award-winning Wealth Advisers and Principals, to gain invaluable insights and experience.
Professional Development: Opportunities to industry events, workshops, and seminars to keep you at the forefront of financial planning trends, practices and regulations.
Career Pathway: Clear and defined pathway to advance from Associate Adviser to Wealth Adviser, with opportunities to take on clients and become the lead adviser.
Cutting-Edge Technology: Utilise the latest financial planning software and tools to enhance your efficiency and client service.
Recognition & Rewards: Enjoy a culture that celebrates achievements with regular recognition and rewards for outstanding performance.
Flexibility: Enjoy flexible start and finish times, along with work-from-home options that promote a healthy work-life balance.

YOUR WINNING FORMULA:

A passion for supporting clients and a desire to continuously learn and grow.
You thrive in a collaborative environment, taking pride in being organised and proactive.
Strong written and verbal communication skills to facilitate smooth client interactions.
Proficient in Microsoft Office Suite & Xplan.
Ability to adhere to and observe compliance requirements rigorously, including in writing/assisting in preparation of advice documents.
Understanding of investment platforms, superannuation funds, tax, estate planning & complex entity structures.
In-depth understanding of financial markets and investment principles.
Minimum 2 years in a similar role within the Financial Planning industry, experience working with high-net-worth clients is ideal.

Required Formal Education:

Qualified Financial Adviser with relevant qualifications (FASEA accredited).

Approved Bachelor's Degree
Graduate Diploma of Financial Planning
Completed FASEA Financial Planning Exam
Completed Professional Year

Join Capital Partners and take the next step in your own success story.