Description
About Partners Wealth group
At Partners Wealth Group (PWG) we are proud of our dynamic culture. We have and will continue to invest a lot in our people, systems and facilities and have seen exciting growth in all areas to make us one of Australia’s leading providers of business and financial advisory services for high net worth individuals, business owners and organisations.
We exist to help Clients, Partners and our People to unlock a world of possibilities to surpass their financial and lifestyle goals. We have experienced impressive growth over the last few years, through our unique positioning in being able to provide clients and referral partners with a seamless broad-based service offering which meets their financial and business needs.
In 2022, PWG was named as one of Australia’s Best Places to Work by the AFR and certified Great Place to Work in 2024. We actively seek team members who can demonstrate how they will proactively add to our culture, and naturally represent our core values of Integrity, Excellence, Accountability, Collaboration and Resilience.
About the Role:
The Associate role is a great opportunity for graduates to kickstart their pathway within the financial planning industry and can guide you into utilising your talent for the right career.
In this role, you will be responsible for performing tasks that comprise of managing the review and ongoing administration of clients’ financial strategies. Working closely with Financial Advisers, you will be required to:
Provide quality service and maximize customer satisfaction
Provide quarterly, half yearly and annual reviews as part of clients' serviced agreements
Liaise with advisers, our Joint Venture accountants and various referral partners to facilitate meetings
Maintain accurate data and records in line with compliance guidelines
Produce client correspondence and reports
Management of non advice queries and assist with ad hoc tasks
Our ideal candidate:
Business related degree or Graduate diploma of Financial Planning required
Recently graduated or fresh to the Financial Planning industry
Genuine interest in advancing your career within the Wealth management industry
Has excellent relationship management and administrative skills
Has a passion for personal growth and a sincere desire to assist clients with achieving their financial goals
Great energy and highly motivated to achieve growth and meet deadlines
Our Culture:
Clear Career Pathway: Structured development path from Review Associate to Financial Adviser with mentorship from experienced professionals
Ongoing Training and Development: Training and development that supports continuous learning, career progression, and professional growth
Supportive Culture: Work in a collaborative environment where your contributions are valued and your growth is actively supported
Meaningful Work: Make a real difference to clients' financial wellbeing and be part of their journey to financial security
