The Role

A great opportunity for an Associate Adviser to join a flexible and family-friendly team within a successful and growing Accounting and Financial Services firm.

The role will see you working alongside our existing team of advisers, assisting in the delivery of advice to new and existing clients.

This will include working as part of a larger team of paraplanners and administration staff servicing 6 advisers, all with open minds and a desire to improve our client offering.

Our advice can at times be complex and our investment universe quite broad, so we need someone who’s quite comfortable in this space.

More than anything, we want good, uplifting, and genuine people on our team.

A positive attitude and a willingness to help make our practice better will see you well-placed for consideration.

The role is based at our newly designed office in Mont Albert with undercover basement parking provided with great amenities nearby including public transport.

Skills and Experience

Our ideal candidate will be able to demonstrate the following:

2+ years' experience within a Financial Planning practice.

A desire to become an adviser.

Completion of Professional Year, not a requirement but advantageous.

Possess initiative, common sense and the ability to ask the right questions.

Excellent communication skills, both verbal and written.

Accuracy and attention to detail.

Effective prioritisation of workflow.

Strong computer skills and experience with Microsoft Office and XPlan

An understanding and interest in investment markets

Strong technical knowledge

What's on Offer?

A generous salary, as well as a wonderful platform to develop and learn, coupled with a great team environment.

Flexibility of hours and WFH arrangements.

EAP Assist

Social club and regular social events

About Us

We are a growing and dynamic self-licensed boutique financial planning team, part of a larger business comprising Accountants, SMSF, Business and Tax Advisers with approximately 60 team members in total.

The practice has been providing comprehensive, unique and bespoke wealth management advice to a broad and growing client base for over 30 years.

Our practice has held its own Australian Financial Services License (AFSL) and been operating under a fee for service model since 1986.

We pride ourselves on exhibiting an ethical and professional approach to everything that we do.

Applicants must hold the right to work in Australia.

Only shortlisted applicants will be notified.