About the Firm

Join this established, high-end wealth management firm and gain great exposure working with highly experienced Advisors and their long-term, high-net-worth clients. Located in professional South Yarra offices in the heart of the shopping and restaurant precinct, this collaborative and supportive team is highly professional and incredibly service driven and the culture is stable, flexible and strongly team oriented. This is a great career opportunity with succession plan to become an Advisor, where you'll have the opportunity to fully develop your expertise, hone your skills, and build lasting relationships with new and existing clients. This is also a flexible work environment, where you'll be able to work from home most Mondays and Fridays if preferred.

The Role

As an Associate Adviser, you’ll work closely with Senior Advisors to provide ongoing, high-quality client service. You’ll play a key role in coordinating client workflow, delegating to the CSA team for administrative support, and shadowing Advisers for leadership and strategy. Your responsibilities will include:

• Assisting in the preparation of Advice documents, including SoAs and RoAs
• Preparing cash flow models, performance analysis, and portfolio benchmarking
• Planning for, attending, and contributing to client meetings with the Adviser
• Completing file notes and maintaining client records
• Assisting in the implementation of Advice
• Acting as a point of contact for client and third-party queries
• Liaising with Accountants, Estate Planning Lawyers, and other professionals
• Undertaking peer review of SoAs, RoAs, and portfolio reviews
• Managing client workflow
• Overseeing daily trades
• Involvement in Compliance, Technical, and Investment Committees
• Supporting the firm’s growth strategy

Skills and Experience

We're looking for and experienced Associate Advisor with formal qualifications in Financial Advice, ideally having completed the FASEA (ASIC Financial Adviser) exam and RG146 compliance. You should be committed to developing a long-term career in wealth management and will have experience in a similar role within the Financial Planning industry. You'll have a polished and professional approach, great communication skills, and the ability to develop and nurture trusted relationships with clients, colleagues, and a range of other key stakeholders.

If this sounds like you and you’re looking for the next step in your career, we'd love to hear from you. Please forward your resume asap!