Our Client:

Join a firm that’s deeply embedded in its local communities, with offices in Multiple locations across Victoria. This is an opportunity to be part of a business that genuinely puts its clients first . Offering holistic, tailored financial advice to Australians at every stage of life.

Whether it’s helping a retiree maximise their Centrelink entitlements and retirement income, or guiding a young couple through buying their first home and setting up investment strategies for the future, this business is built on strong values of education, empowerment, and personalised support.

You'll be joining a collaborative and approachable team who believe in simplifying the complex and building long-term relationships based on trust and transparency. They take a genuine interest in the financial wellbeing of their clients, focusing on outcomes rather than products.

The Role

As an Associate Adviser, you will play a crucial role in providing high-quality financial advice and building strong client relationships. Working closely with the Advisers, you will:

Attend client meetings, gaining firsthand exposure to clients' financial needs.

Analyse client goals and objectives to develop tailored financial strategies.

Present recommendations alongside the Advisers, ensuring solutions align with best interests.

Work with the paraplanning team, delivering clear briefs for Statement of Advice (SOA) preparation.

Assist in SOA creation when required, particularly during peak periods.

Project manage workflows, ensuring seamless implementation of financial strategies.

About You

To be successful in this role, you will have:

A strong technical background as a Paraplanner or Associate Adviser.

A self-driven and team-oriented mindset, with excellent attention to detail.

A degree qualification in Financial Planning, Commerce, or a related field.

Minimum 3 years of experience in financial planning (5+ years preferred).

A genuine desire to be in a client-facing, relationship-building role.

What’s on offer:

A clear pipeline of engaged clients

The chance to contribute to a strong regional presence, with a warm, community-focused culture

A role that gives you the space to build relationships and offer advice that really makes a difference

Supportive environment for ongoing learning, professional growth, and career development

This firm is looking for someone who understands the importance of emotional intelligence—both in client interactions and in their own professional growth.

Other Opportunities:

We are actively working on several roles within the Financial Planning sector that aren’t advertised. If this position isn’t exactly what you’re looking for, please contact me directly to learn about other opportunities.

About Us:

If you are a candidate, we listen to your career goals and offer unbiased and honest career advice to assist you in making the right move for your career.

We specialise in Wealth Management, Accounting, Financial Planning, Mortgage Broking, Administration and Superannuation.

LinkedIn: www.linkedin.com/in/jacquelinletcher
Email: [email protected]

If you meet the criteria, apply below or reach out to me via email for more information.