Associate Advisor

Mutual Trust Pty Ltd; Adelaide; On-site; AUD 70,000 - 85,000; Full time

Benefits offered by this job

Professional training and development

Yearly health and well-being allowance

Employee assistance program

Annual performance payment

Reward and Recognition program

Job summary

Mutual Trust Pty Ltd in Adelaide seeks an Associate Advisor to support clients with high-quality financial advice. In this role, you will engage with a variety of client groups while developing your skills in wealth management and financial analysis.

The ideal candidate will possess a degree in finance, strong communication abilities, and at least 2 years of experience in financial services. A commitment to learning and career progression is essential.

Qualifications

• 2+ years’ experience in financial services or related fields preferred.
• Proficiency in communication and client relationship skills.
• Commitment to ASIC professional standards required.

Responsibilities

• Support the team in understanding clients' financial goals.
• Assist in financial modelling and portfolio construction.
• PrepareInvestment Policy Statements and client materials.

Skills

Strong interpersonal skills

Attention to detail

Communication skills

Problem-solving ability

Learning agility

Education

Degree in Finance, Accounting or related discipline

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Join our Adelaide Wealth team as an Associate Advisor working directly with a Partner and senior advisors. You’ll help deliver thoughtful, high-touch advice across a wide variety of client groups, including sophisticated HNW/UHNW families and Protective Trust clients - work that calls for sound judgement, professionalism and care.

Day to day, expect variety: financial modelling and portfolio construction, preparing advice documents and meeting packs, then rolling up your sleeves on transitions, cash management and corporate actions as the team onboards new clients and scales. We are open to a range of backgrounds. You may be an Associate Advisor, Client Service Manager, Paraplanner, Financial Planning Associate or early-career professional with experience in financial services, professional services or private wealth. What matters most is your genuine interest in wealth management, strong attention to detail, learning agility and commitment to building a long-term career in advice.

As you develop, there may be opportunities to take on more responsibility, including managing a small client set under supervision. Progression toward Senior Associate is supported, as your capability grows and business needs allow.

What You’ll Do

• Support a Partner, Director and Advisor in understanding clients’ financial goals, risk profiles and objectives.
• Assist in financial modelling, portfolio construction and preparing tailored investment strategies.
• Prepare and draft Investment Policy Statements, Investment Strategies and Statements of Advice for review.
• Participate in and prepare materials for client meetings; record minutes and follow up on actions.
• Assist with portfolio implementation activities including rebalances, cash management, trades, corporate actions and transitions.
• Contribute to private equity and direct investment administration.
• Deliver administrative support including client reporting packs, payments and asset transfers.

About You

You’re a keen learner with resilience, strong interpersonal skills and a genuine passion for wealth management. You thrive in a high-integrity, high-performance environment where accountability and critical thinking are valued.

You Bring

• A degree in Finance, Accounting or related discipline (postgraduate qualifications or CFA progress highly regarded).
• Ideally 2+ years’ experience in financial services or professional services, though recent graduates with the right mindset and commitment will be considered.
• Strong written and verbal communication skills and the ability to build trusted client relationships.
• High attention to detail, strong problem-solving ability and the agility to work across different client types.
• Proficiency in Microsoft Excel, Word and PowerPoint.
• Commitment to meeting ASIC professional standards and progressing toward accreditation.
• Recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
• Professional training and development for staff of all levels.
• Yearly health and well-being allowance and ongoing activities.
• Work with industry experts in highly specialised roles.
• Employee assistance program that offers free counselling and support for you and your family.
• Annual performance payment (based on your performance and Firm-wide results).
• Paid community / volunteer days and an award-winning staff giving program.
• Reward and Recognition program.
• Ongoing staff entertainment.

About Us

Mutual Trust is a multi-family office providing integrated wealth services to Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

About Our Team

Mutual Trust has over 250 staff, located across our offices in Adelaide, Melbourne, Sydney, Perth and Brisbane. Our team of people enjoy a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies. We support our focus on technical expertise through extensive learning and development opportunities.

Apply Now

Only applicants with permanent residency or without visa restrictions will be considered.