Are you an aspiring Financial Adviser ready to take the next step in your career? We are working with a leading financial planning firm in Melbourne offering excellent development pathways for Associate Advisers at different stages.

Associate Adviser – Ready to Start PY or Complete PY
Join a collaborative and supportive team where you’ll receive one-on-one mentoring and full exposure to the advice process. You’ll attend client meetings, assist in strategy development, and be supported through your Professional Year.

Associate Adviser/Junior Adviser – Completed PY, Ready to Take On Clients
Step into a client-facing role with an established book ready to be transitioned to you. Ideal for someone who has just completed their PY and is eager to deliver holistic advice and build trusted relationships.

What We’re Looking For:

Relevant qualifications (Graduate Diploma in Financial Planning or equivalent)

Wanting to start PY, near commencement or have completed Professional Year

Excellent communication and interpersonal skills

Strong attention to detail and a genuine interest in helping clients

Experience using financial planning software (e.g., Xplan or similar) is advantageous

What’s on Offer:

Full mentoring and support through your PY (if applicable)

Clear development pathway into a Financial Adviser position

Opportunities to work closely with experienced Advisers and clients

Flexible working arrangements and a supportive team culture

Long-term growth and career stability

Salary depending on experience, please send CV's to [email protected]