Description

Are you an experienced Associate/Paraplanner ready for a change?

We are excited to share that Boutique Advisers Private Wealth is growing, and we have a fantastic opportunity for two experienced Associates or similar to join our award-winning team.

Are you looking for a new challenge, want to build a career, have minimum 2 years’ experience in a similar role and want to find a home rather than a house?

If your answer is yes, then we would like to speak to you…

This role is supporting our Private Wealth Advisers with their clients, including new client meetings & onboarding. Some “must haves” for this role are:

• Client service experience
• XPLAN modelling tools & full functionality (including multiple entities)
• Experience attending & contributing in client meetings
• File note taking
• Strategy understanding & suggestions
• Good team player

This role is based full time in the office

Development pathway available for those aspiring to be an Associate Adviser or Adviser in the future.

At Boutique we feel we do things well, and a little bit different. In recognition of this, we were named the 2023 & 2025 National Professional Practice of the Year from the Financial Advice Association Australia (FAAA), an award our team was thrilled to accept.

What we think we do well:

Having a client first approach – At Boutique Advisers, our clients come first. We believe in understanding their financial goals, purpose and legacy needs, and then providing expert advice to help them achieve what is important to them. Our personalised approach and our client journey help our clients make more Confident Life Decisions about their Wealth.

Valuing Collaboration – we foster a supportive and collaborative work culture, where our teamwork and shared knowledge are highly valued. Our team members enjoy a positive and inclusive workplace, where their contributions are recognised and rewarded.

Helping each other get better – we are dedicated to the growth and development of our team members and as a Financial Adviser at Boutique, you will have the opportunity to work alongside a team of experienced individuals. We hold ongoing strategy sessions, quarterly business updates and half yearly development planning days, alongside investing in our team members so they can become the best they can be.

Having a great culture and living our values – Culture is so important to us, and we each live and breathe our values daily, both internally as a team and with our clients. We enjoy each other’s company, have an awesome social club that keeps us on our toes and on Friday afternoons enjoy a “friendly” game or two of table tennis in our business breakout area.

At Boutique we pride ourselves on our own journey in building an enduring business. We are an employee-owned firm and have a staff equity plan open to those who are here to join us for the long term

If you are ready to take the next step in your career, we would love to hear from you!

Don’t miss out on this incredible chance to make a difference in the lives of our clients and grow professionally. Join the Boutique Advisers family today!

Requirements

• Have a minimum 2 years’ experience in a similar role
• Xtools+ & Wealthsolver experience a must
• Ability to work as part of a team
• Experience in client meetings and liaising with clients
• Strong understanding of the financial planning industry