Caveo Partners is one of Adelaide's fully integrated professional advice practices.

With over 35 years' experience, our leadership and advice teams' expertise span a wide range of areas including Financial Planning, Accounting, Tax, Digital Management Accounting, Finance Advice, Business Advice, Superannuation, Investments, Personal Protection, Business Strategy and Estate Planning.

With a diverse team of over 80 staff, Caveo Partners continues their exciting journey of rapid expansion.

About the role
 
You will become part of our Financial Planning team servicing our clients and financial advisers, whilst working closely with other members of the client services team.  Your role is a pivotal role within the team, directly supporting one of the Wealth Directors and will include client services, administration and adviser support.  

The role provides significant personal growth and professional development opportunities for the right person plus an industry competitive package and benefits to enjoy. 

About You

With 3+ years' experience working in a similar role, you will be looking for an opportunity to join a progressive and expanding organisation with a culture and team ethos that will allow you to be challenged and grow.  Your attention to detail is impeccable, your ability to look beyond the transaction to the heart of the client matter, as are your organisation skills.  

 You thrive in a professional environment dealing with the challenges and changes within the industry, where outstanding client services is second nature for you.  Collaboration, connecting with people and an engaging style of communication will be strengths you bring to this role.  You bring expertise working with Xplan and delivering process improvements.

Our culture

We embrace a collaborative and transparent culture with leadership that strives to make a difference, creating foundations of trust.  We are thoughtful and empathic taking the time to truly understand our clients and our people and passionate about the future we help to create every day.

We have a strong celebration and social culture, making sure to celebrate all milestones big and small as a team.

 Want to join our team?  

 Looking for a full or part time role…apply now!