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Adviser Support, JBWere - Canberra, ACT

  • Permanent full-time opportunity based in our Canberra CBD office.
  • Join one of Australia's most respected wealth management firms and build your career alongside experienced advisers and investment professionals.
  • Support the delivery of sophisticated wealth and investment solutions to successful individuals, families and for-purpose organisations.

For more than 180 years, JBWere has partnered with successful individuals, families, businesses and for-purpose organisations to help protect, grow and transfer wealth across generations. Our advisers are trusted for the depth of their relationships, investment expertise and ability to navigate complex financial decisions, empowering clients to create enduring outcomes and realise their legacy.

As an Adviser Support, you'll play an integral role in supporting a team of Wealth Advisers who work closely with successful individuals, families, executives and for-purpose organisations. You'll help deliver an exceptional client experience while supporting the advice, investment and administrative activities that underpin trusted long-term relationships.

You’ll make an impact each day by:

  • Delivering an exceptional client experience through proactive communication and relationship management.
  • Supporting advisers with the preparation and implementation of investment and wealth management strategies.
  • Coordinating client reviews, portfolio administration and advice-related activities with a high degree of accuracy.
  • Working closely with advice and operations teams to ensure seamless execution and service delivery.
  • Upholding regulatory and compliance requirements while helping safeguard client outcomes and business integrity.

You’ll bring to this role:

  • Delivering an exceptional client experience through proactive communication and relationship management.
  • Supporting advisers with the preparation and implementation of investment and wealth management strategies.
  • Coordinating client reviews, portfolio administration and advice-related activities with a high degree of accuracy.
  • Working closely with advice and operations teams to ensure seamless execution and service delivery.
  • Upholding regulatory and compliance requirements while helping safeguard client outcomes and business integrity.

A diverse and inclusive workplace works better for everyone 
We know that when our colleagues feel valued and celebrated for who they are, our customers experience banking that’s fairer, more accessible, and designed with who they are in mind. That’s why we’ve built a culture of inclusion and respect, where colleague voices are heard and valued, and everyone is supported to bring their authentic selves to work. 

For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit https://www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options. 

Join JBWere
At JBWere, we’re committed to supporting our colleagues with a comprehensive range of benefits designed to help you thrive both professionally and personally, including enhanced leave options, wellbeing support, access to NAB Perks, and ongoing career development opportunities.  If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.   

Advertised: AUS Eastern Standard Time

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