Job Description
The Opportunity
Join our Adelaide Wealth team as an Associate Advisor, working directly with a Partner and senior advisors to support the delivery of thoughtful, high-touch advice to a diverse client base. This includes sophisticated HNW/UHNW families and Protective Trust clients - work that requires sound judgement, professionalism, care and strong attention to detail.
This is a varied role in a highly specialised environment. Day to day, you’ll contribute across financial modelling, portfolio construction, advice preparation, meeting packs, client transitions, cash management, corporate actions and broader client administration as the team continues to onboard new clients and scale.
We’re open to different backgrounds. Financial services, wealth, accounting, professional services or paraplanning experience may be helpful, but it is not essential. What matters most is your attitude, curiosity, willingness to take ownership, attention to detail...