Whitings Advisors is a well-established financial planning firm located in the heart of Montmorency. We are proud to support our local community with trusted advice and personalised financial solutions. With a strong reputation built over decades, our focus is on delivering practical guidance, genuine care, and long-term value to our clients.

Due to continued growth, we’re pleased to offer an opportunity for a motivated and client-focused Advisor Support Officer to join our office in Montmorency.

In hands-on role, you will support our Financial Advisers and work directly with clients, contributing to a broad range of tasks such as:

Managing administrative functions for new business, investment switches, and withdrawals, and preparing supporting documentation

Liaising with Centrelink and product providers to ensure accurate, up-to-date information

Maintaining our client administration system with timely and accurate data

Responding to client queries and supporting their day-to-day needs

Collaborating with other staff to uphold processes, consistency, and high service standards across our client base

We’re looking for someone who brings experience from a financial planning practice or the broader financial services industry. This role is ideal for someone who enjoys client interaction, thrives in a team environment, has great attention to detail and is committed to delivering a high-quality experience. We also welcome applicants who are currently studying or aspiring to become financial advisers in the future.

In return, Whitings offers a supportive and community-oriented workplace with:

Opportunities for ongoing learning and development

Study support for relevant qualifications

Convenient local location—ideal for those looking to work closer to home

A positive team culture with a strong local client base

If you’re based in Melbourne’s northeast, are passionate about supporting others, and are ready to be part of a welcoming and professional team, we’d love to hear from you.

Please send your resume and cover letter to [email protected] by 26 July 2025.

Please note: Only Australian residents will be considered. Recruitment agencies need not enquire.