Associate Adviser

6 days ago

Greater Brisbane Area, Australia Shaw and Partners Full time $80,000 - $120,000 per year

Due to recent business growth, we have an opportunity to join one of Australia's preeminent Investment and Wealth Management Firms as an Associate Adviser and advance your career in the Wealth industry.

With $45 billion of assets under advice across Australia and New Zealand, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major international financial group, EFG International.

At Shaw and Partners, we offer tailored advice and investment solutions, financial planning and corporate advisory services. Backed by fresh thinking, robust research and some of the nation's best investment and wealth experts, our business has been designed to meet the growing needs of our clients.

Working as an integral part of our Queensland Team, your primary role will be to assist a Senior Private Wealth Adviser in all aspects of wealth management and investment portfolio management for their HNW, UHNW and Family Office clients.

The role will include, but not limited to:

  • Supporting our Senior Private Wealth Adviser in developing strategies for clients
  • Ability to complete or review plans (XPlan preferable)
  • Assisting with client reviews and client enquiries
  • Working with a broader team to implement advice
  • Attending client meetings and being a point of reference for clients

Key requirements

  • Minimum of 3 years' experience in financial planning
  • Experience writing or reviewing plans and developing strategies for HNW and UHNW clients
  • Comfortable attending client meetings and dealing with client enquiries
  • Preferable, but not essential, experience with direct equities

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