Join a close-knit, well-established financial planning team in North Melbourne and take the next step in your advice career. This Associate Adviser role is designed for someone who wants to begin their Professional Year within the next 6 to 12 months — and is ready to learn, contribute and grow in a high-quality advice environment.

Why This Role?

A clear pathway to becoming an Adviser, with the structure and support to begin your Professional Year

Collaborative, experienced team focused on delivering strategic, personalised advice

Down-to-earth workplace culture with strong values, high standards and a commitment to long-term relationships

Bright, modern North Melbourne office with flexible work options (1 day per week WFH once settled)

What You’ll Be Doing

Supporting the delivery of advice across superannuation, investments, insurance and cashflow

Attending client meetings with Advisers and contributing to advice strategy development

Managing advice implementation and liaising with product providers and clients

Preparing reviews and modelling scenarios in Xplan

Drafting SOAs and ROAs in partnership with Paraplanners

Ensuring all documentation is complete, compliant and up to date

What You’ll Need

Experience in a financial planning environment (CSO, Associate or Paraplanning background ideal)

A completed or near-completed relevant degree that meets FASEA standards

A clear intention to begin your Professional Year and build a career in advice

Strong communication, organisation and attention to detail

A professional, proactive approach and a willingness to learn from others

The Environment
This is a firm that does things properly — taking pride in quality work, long-term thinking and meaningful relationships with clients. The team is experienced, approachable and generous with their knowledge. Training, mentoring and regular development opportunities are built into the role, ensuring you have a solid foundation as you move toward becoming an Adviser.

Ready to Take the Next Step?
To learn more or apply confidentially, contact:

Kiera Brown
FS Recruitment Solutions
[email protected]
0409 598 111