Junior Associate

Geelong location

Client Services and a pathway to advice

Begin your PY after 12 months

This forward-thinking financial planning firm in Geelong is offering a rare opportunity for a motivated individual to step into a Junior Associate role with exposure to both client services and Associate Adviser responsibilities. It is well suited to someone who enjoys being involved in the advice process and is working toward being ready to commence their Professional Year after 12 months.

You will join a purpose-driven business that focuses on helping clients make smarter financial decisions and achieve long-term peace of mind. Their culture is built on collaboration, care and genuine relationships — both with clients and within the team. The firm has a strong focus on professional development and is committed to helping staff progress their careers with the right training, structure and support.

You will work alongside experienced Advisers, paraplanners and client service professionals to deliver a high-quality client experience and build your technical and strategic capability as you move into more client-facing work.

Your responsibilities will include:

Managing the implementation of financial advice across superannuation, insurance, investments and cashflow

Liaising with product providers and following up on outstanding actions

Preparing review documentation and supporting materials for client meetings

Ensuring client files and internal records are accurate, complete and compliant

Drafting advice requests and assisting paraplanners with documentation

Attending client meetings, capturing follow-up actions and contributing to strategy discussions

To be successful, you will need:

Experience in a financial planning firm in a CSO, Associate or paraplanning role

Completion or near-completion of a degree that meets FASEA standards

A sound understanding of financial advice processes and client service

Strong attention to detail, time management and written communication

A genuine interest in pursuing a long-term career in advice and being ready to commence your Professional Year after 12 months

This is a rare opportunity to join a team that values quality, collaboration and career growth. You will be supported by approachable, experienced professionals and encouraged to grow into the role at your own pace. Once you are established, the option to work one day per week from home is available.

If you are looking to build a long-term future in financial planning — starting with real experience in strategy, process and client care — we would love to hear from you.

For more information, please contact:

Kiera Brown

[email protected]

0409 598 111