Associate | Private Wealth

Launch Your Career in Financial Advice and Make a Meaningful Difference

Imagine a role where your attention to detail, commitment to client service, and passion for learning help deliver life-changing outcomes for clients. As an Associate at Capital Partners, you'll work closely with Associate Advisers, Wealth Advisers, and Client Services to support the delivery of exceptional advice and a seamless client experience.

WHY YOU’LL LOVE WORKING WITH US 

We are proudly team‑owned, values‑driven, and nationally recognised: 

• FAAA Professional Practice of the Year (2017, 2019, 2024) 

• #3 Best Places to Work in Australia (WRK+) 

• Western Australia’s only CEFEX‑certified financial planning firm

YOUR ROLE

As an Associate, you'll play an important role in supporting our Advice teams and helping create an exceptional experience for our clients.

In this role, you will:

·       Support client onboarding, document preparation, and ongoing administration activities.

·       Maintain accurate client records and data integrity across systems.

·       Coordinate with product providers and undertake research to support Advice teams.

·       Prepare documentation, reports, and meeting packs for client meetings.

·       Respond to client enquiries and direct requests to the appropriate team members.

·       Build strong relationships with colleagues and contribute to a collaborative team culture.

·       Identify opportunities to improve processes and enhance the client experience.

YOUR WINNING FORMULA

We're looking for someone who is proactive, organised, and excited to build a career in financial advice. We will then provide you with structured progression into and through the Professional Year program to become a Financial Adviser.

·       Completed a Bachelor's degree in Financial Planning, Finance, Business, Law, Economics, or a related discipline.

·       In the process of completing or have completed a Graduate Diploma of Financial Planning.

·       Previous experience in a professional or financial services is highly regarded.

·       Strong attention to detail and commitment to producing high-quality work.

·       Ability to manage multiple priorities and work effectively in a fast-paced environment.

·       Collaborative approach with a genuine desire to support clients and teammates

THE HEART OF CAPITAL PARTNERS

We live our four core values every day: Think, Do, Live, Play.

• Think beyond self: We care for people, listen and act with heart, and go the extra mile.

• Do the right thing: We do what we say, take responsibility, and have conversations that matter.

• Live above the line: We have a growth mindset, commit to learning, and always look for better ways.

• Play as one team: We lean into challenges, speak up, participate, and collaborate—asking for help when we need it.

HERE’S YOUR OPPORTUNITY

·       A values-led, high-trust culture where your contribution genuinely matters.

·       A clear and supported pathway to becoming a qualified Financial Adviser.

·       Ongoing coaching, mentoring and study support to accelerate your growth.

·       Rewards and recognition for living our values and doing the right thing.

·       Regular social events, team workshops and connection opportunities.

Apply today by submitting a resume and cover letter!