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Associate

Capital Partners Consulting -
West Perth WA

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Job Details

Benefits

Employee rewards program

Qualifications

Microsoft Office
Finance
Education
Bachelor's degree
Organisational skills
Financial services
Business
Communication skills

Full Job Description

Associate

Worth with us

Associate

Imagine a role where your dedication to client service and keen attention to detail shape meaningful relationships and drive team success! At Capital Partners, our Associates are integral to our mission, working alongside Associate Advisers, Client Service Specialists and our Operations team to ensure exceptional client outcomes. If you’re eager to launch your career in a dynamic environment, this is the opportunity you’ve been waiting for!

A career with us

Why you’ll thrive with us

A unique vibe: Imagine working in a company where every voice matters and every contribution counts. We are proudly owned and led by our team members, creating an environment that is inclusive, collaborative, and truly inspiring.

Empowerment & growth: Here, leadership means more than guiding a team—it’s about unlocking potential and fostering an environment where personal and professional growth is a priority.

Strategic innovation: Embrace a culture that values innovation and encourages you to be curious.

Ongoing development: We are committed to your continuous growth with opportunities for training and professional development. Stay ahead with the latest skills and knowledge in the industry.

Meaningful impact: Your role will be central to our business improvement initiatives, directly shaping our strategic direction and financial success.

The key details

Your future role

Client administration: Take ownership of client onboarding, document management, and data integrity to support the Advice teams.
Communication: Answer calls with a friendly demeanour, assisting clients and routing inquiries to the appropriate team members.
Research & liaison: Collaborate with product providers and conduct thorough research to inform our financial strategies.
Preparation & reporting: Prepare documentation for meetings, including compiling report packs.
Team collaboration: Build relationships within the team and get involved with all aspects of the business

Your winning formula

Experience: Some work experience in financial services or a related field is desirable.
Formal education: Completing or completed a Bachelor’s degree in Financial Planning, Finance, Business, Law, or Economics.
Further education: Open to further education as required to support desired career pathway.
Growth mindset: A passion for supporting clients and a desire to learn and develop.
Team player: Thrive in a collaborative environment, demonstrating organisation and proactivity.
Attention to detail: Commitment to quality and accuracy in all tasks.
Excellent communicator: Strong written and verbal communication skills for effective client interactions.
Organised & efficient: Exceptional organisational skills, adept at managing multiple deadlines.
Tech savvy: Proficiency in Microsoft Office Suite and basic financial modelling tools.

Your opportunity

Flexible working hours: Ability to modify start and end times to better align with your personal commitments and lifestyle demands.
We take culture seriously: Regular social events and team activities
Be rewarded for doing the right thing: Rewards and recognition program
Access to personal financial advice: Opportunity to seek advice on your personal circumstances from our team of financial advisers.
Learn from some of the industry’s best: Opportunity to work closely with award-winning experts in our field.

Who we Are

The Heart of Capital Partners

Capital Partners is an award-winning Financial Planning firm based in Perth. We are dedicated to simplifying financial complexities through insightful and personalized solutions. Our culture revolves around four core values: Think, Do, Live, Play.

Think beyond self: We genuinely care for people and listen and act with heart. We believe in service above self and always go the extra mile.

Do the right thing: We do what we say, take responsibility, and are open, honest, and fair. We believe in having conversations that matter.

Live above the line: We have a growth mindset and commit to learning and growing ourselves and others. We always bring our best and look for better ways to do things.

Play as one team: We lean into challenges, speak up, participate, and collaborate. We play to our strengths and ask for help when we need it.

Apply Now

Refine Your Search

field tech support jobs in perth, wa

Associate

Software Engineer (Back-end and Full-stack)

Software Developer l Disability & Aged Care

Medical Receptionist - HC - Practice Support

Systems Engineer SEA1350

Data & AI Solution Architect (Consulting & Presales)

Crushing Field Service Technician

Environmental Scientist – Contamination Specialist

Part-Time Property Inspector | Leasing Associate

Senior Software Engineer

Experienced Analyst | CFO Advisory | Perth

Principal - Contaminated Lands

Bilingual Business Analyst

Chiller Team Leader - Perth

Assistant Property Manager

Geotechnical Instrumentation Technician – Perth

Trainers and Assessors - Animal Care & Veterinary Nursing

Account Executive (SMB)

Supervisor Vibrating Equipment

Senior Resource Definition Geologist

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