Financial Investment Adviser

About Barclay Wells Limited

Barclay Wells Ltd is a public unlisted boutique financial services firm with offices in Australia.

We advise both retail and wholesale clients across a range of investments, including listed and unlisted shares, derivatives and managed funds.

Our senior representatives are well-qualified, experienced investment professionals with long term experience in the market.

Barclay Wells aims to provide unbiased, rational and accurate advice to clients to enable them to invest prudently. Above all, we value being forthright in explaining to clients the true risk/reward trade-off of investment decision.

We aim to provide clients with timely and efficient solutions. We recognise that our clients are crucial to our business and that increasing client wealth must be our primary consideration, and our fees secondary.

Due to the continued growth of our financial advisory services and increasing client demand, we are seeking an experienced Financial Investment Adviser to strengthen our investment team.

About the Role

The Financial Investment Adviser will be responsible for providing professional investment advisory services, conducting in-depth financial and market analysis, and assisting in the development and management of diversified investment portfolios.

The role requires a strong understanding of fixed income markets, structured investment products and portfolio risk management principles, together with the ability to prepare compliant investment documentation.

Key Responsibilities

Conduct comprehensive analysis of domestic and international financial markets, including fixed income securities, derivatives and alternative investments.

Assess clients’ financial objectives, risk profiles and investment constraints to develop tailored investment strategies.

Design and recommend diversified asset allocation models aligned with market conditions and regulatory requirements.

Prepare and review investment proposals, product documentation and portfolio reports.

Monitor portfolio performance and provide ongoing strategic advisory support.

Identify and evaluate investment risks and ensure compliance with relevant financial regulations and internal risk management and governance frameworks.

Collaborate with compliance, risk and management teams to maintain robust advisory standards.

Skills & Experience

Bachelor degree or higher qualification in Finance, Economics, Business or a closely related discipline.

Minimum 5 years’ experience in investment advisory, asset management, securities or structured financial product roles.

Demonstrated knowledge of fixed-income securities, derivatives and portfolio construction methodologies.

Experiences in preparing investment documentation and regulatory reporting materials.

Strong analytical and quantitative capability.

High level of professional integrity and attention to regulatory compliance.

Strong written and verbal communication skills.

What We Offer

Stable, long-term full-time position

Opportunity to work within a disciplined investment advisory environment

Exposure to diversified investment strategies and portfolio management activities

Supportive and compliance-focused professional culture

How to Apply

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