Barclay Pearce Capital Asset Management,
Work Type
FlexibleRole Type
AdvisorEmployment Type
Full TimeAbout the business
Holistic wealth manager with footprints in Australia and London. Corporate deals, advice, on-platform portfolios in SMA format. Unlocking wealth through listings, finding appropriate places to put it to preserve capital.
Learn more about our advice process here:
Ensombl Investment Podcast – Hosted by James Whelan (Barclay Pearce)
About the role
Chasing curious, compliance minded advisers to move into the Wealth Management division I’m heading up at Barclay Pearce. Corporate and servicing clients into performing SMA strategies.
Perks and benefits
Small team, create your own path, well backed broker with flexible work arrangements.
Skills and experience
Preferably suits someone feeling constrained at a big place and doesn’t need a lot of levels to do their job.Experience can be minimal and someone with 1-2 years would work well.RG146 obviously and anything extra is a bonus. Phone skills, communication skills, pipeline organisation skills, Hubspot skills. Any knowledge of corporate actions and deal origination would help greatly.
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Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Work From Home
Full Time
Remote